MONTROSE ADVISORS INCORPORATED
Doing business as MONTROSE ADVISORS INC. SEC Form ADV profile.
Total regulatory AUM
$670,800,000
Discretionary
$135,000,000
Non-discretionary
$535,800,000
Firm details
- CRD number
- 105918
- SEC file number
- 801-45235
- Main office
- NEW YORK, NY, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.MONTROSEADVISORS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.