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.
Assets Under Management$650M
Clients24
Advisors2
Avg. per Client$27M
Avg. per Advisor$320M
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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