MONTROSE SECURITIES INTERNATIONAL

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
SAUSALITO, California
CRD number
35603
Registered since
April 20, 1994

Firm profile

FINTRX

Overview

Montrose Securities International is recorded as a corporation and is owned by an individual. The firm appears on FINTRX as SEC-registered since 1994. Its internal classification is listed as "Unclassified" and several operational descriptors are negative or blank: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The dataset does not include a description of the firm's fee structure, advisory activities, business activities, or client base. FINTRX also lists two office locations for the firm, but no address or geographic headquarters information is provided in the source data.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • PHILIP LEUNG

    Registered Financial AdvisorCRD 1121435

  • GARY LEONARD

    Managing DirectorCRD 4692890

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAUSALITO, CA

MARIN

Location

SAUSALITO, CA

Headquartered in SAUSALITO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
1 Harbor Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth