MONTROSE SECURITIES INTERNATIONAL
Firm details
- Headquarters
- SAUSALITO, California
- CRD number
- 35603
- Registered since
- April 20, 1994
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2PHILIP LEUNG
Registered Financial AdvisorCRD 1121435
GARY LEONARD
Managing DirectorCRD 4692890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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