Montrose Advisors Inc.

Montrose Advisors Inc. (CRD# 105918) is a financial advisory firm headquartered in New York, NY. They manage $413,149,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7 East 60th Street, 2nd Floor, New York, NY 10022
http://www.montroseadvisors.com
By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $13,771,633
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Montrose Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John Lubbock, financial advisor New York NY
John A. Lubbock
CRD#: 4924601
7 East 60th Street, 2nd Floor, New York, NY 10022

John Lubbock (CRD# 4924601) is an Investment Advisor Representative working at Montrose Advisors Inc. in New York, NY and has over 18 years of experience in the finance industry.

2
Kenneth Lubbock, financial advisor New York NY
Kenneth M. Lubbock
CRD#: 2089657
505 Park Avenue, 20th Floor, New York, NY 10022

Kenneth Lubbock (CRD# 2089657) is an Investment Advisor Representative working at Montrose Advisors Inc. in New York, NY and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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