Assets Under Management
$647.5M
Number of Clients
24
Number of Advisors
2
Avg. Portfolio per Client
$27.0M
Avg. Managed per Advisor
$323.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Montrose Advisors provides investment advice to high net worth individuals, families, and small foundations. Montrose specializes in alternative assets, particularly hedge funds. Montrose tailors its advisory services to the individual needs of its clients. Montrose also provides general consulting and asset allocation services.
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
7 East 60th Street, 2nd Floor, New York, NY, 10022