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 organized as a corporation and has been registered with the SEC since 1994. The firm is owned by an individual and is listed in FINTRX as an unclassified adviser rather than under a more specific advisory category. The public record supplied does not include descriptions of the firm's client types, fee schedules, day-to-day business activities, or advisory offerings. Available filings and the snapshot indicate Montrose Securities International is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not characterized as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has declined to provide additional information about its activities or affiliations in the material reviewed.

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