Montrose Advisors Inc
Montrose Advisors Inc is an SEC-registered wealth manager in New York, NY with $670.8M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Montrose Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105918, SEC 801-45235, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $670.8M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 5
- Clients
- 26
- CRD
- 105918
- Ownership
- LUBBOCK, KENNETH, MILES; TRAIN, LISA; TRAIN, NINA, TERESA; TRAIN, HELEN; TRAIN, JOHN
How much AUM does Montrose Advisors Inc have?
Montrose Advisors Inc reported $670.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Montrose Advisors Inc?
Disclosed owners and executives of Montrose Advisors Inc include LUBBOCK, KENNETH, MILES, TRAIN, LISA, TRAIN, NINA, TERESA, TRAIN, HELEN, TRAIN, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.