Montrose Advisors Inc.
Montrose Advisors Inc. (CRD# 105918) is a financial advisory firm headquartered in New York, NY. They manage $436,525,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management437MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$24,251,389
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)