Montrose Securities International
Firm details
- Headquarters
- Sausalito, California
- CRD number
- 35603
- Registered since
- April 20, 1994
Firm profile
FINTRXOverview
Montrose Securities International is organized as a corporation and has been SEC-registered since 1994. Ownership is listed as individual, and the firm’s FINTRX classification is unclassified. In the snapshot data the firm is not identified as a capital allocator, is not flagged as an active ESG investor, and does not appear as a multi-state adviser or pension consultant. Public disclosures in the provided dataset are minimal. There are no firm-level descriptions of business activities, advisory services, target client segments, or stated investment strategies, and the firm did not supply details about its affiliations or industry activities in the available source material.
Assets & Accounts
Location & Offices
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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