Montreux Group LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 338982
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Montreux Group LLC is organized as a limited liability company and is individually owned. The firm provides financial planning and discretionary portfolio management aimed at individuals and small businesses. Its compensation model is based on a percentage of assets under management. The RIA does not present itself as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant, related adviser, or capital allocator.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Fahad Hasan
Chief Compliance Officer & Managing MemberCRD 5027292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 42 W 38th St
- Time zone
- ET (UTC-5)
- Office locations
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