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MONTROSE ADVISORS INCORPORATED

Advisory

N·NEW YORK, NY

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$671M
1-Year AUM Growth
+72.1%
3-Year CAGR
+3.4%
Employees
3
Assets Under Management
Total AUM$671M
Discretionary AUM$135M
Non-Discretionary AUM$536M
Discretionary %20.1%
Total Clients24
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record40
First FilingFeb 27, 2001
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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