Montrose Advisors Inc.
Montrose Advisors Inc. (CRD# 105918) is a financial advisory firm headquartered in New York, NY. They manage $283,266,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management283MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$13,488,857
- 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)