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Kenneth Lubbock

5 Years of Experience
New York, NY

Kenneth Lubbock is a registered investment advisor at Montrose Advisors INC, based in New York, NY, with 5 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 24 clients with $650M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$647.5M

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

505 Park Avenue, 20th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kenneth serves as a director for several investment funds managed by Henderson Alternative Investment Advisor Limited, as well as the Masters Strategic Investors Fund. These activities are investment-related.

Employment History
Current Registrations
Montrose Advisors INC
November 2020 - Present · 5 yrs 5 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kenneth Lubbock - Financial Advisor | TrueAdvisor