Montrose Advisors Inc
Legal Name: MONTROSE ADVISORS INC
Full Contact Details
Montrose Advisors Inc
505 PARK AVENUE, 20TH FLOOR, NEW YORK, NY
212-888-4747
212-888-4018
Other Info
Montrose Advisors Inc, a NY Corporation, is an SEC approved firm with a registration date of Nov 23, 1993. It currently has a small team of 5 employees, with 3 serving in advisory roles, and caters to 2 clients.
Montrose Advisors
Montrose Advisors is a US SEC RIA to individuals and their families, foundations, and trusts, co-founded by John Train and Kenneth Lubbock.
Direct Owners
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HELEN T KLEBNIKOV
SHAREHOLDER owns more than 5% but less than 10%
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JOHN ANGUS LUBBOCK
SHAREHOLDER AND DIRECTOR owns more than 5% but less than 10%
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JOHN TRAIN
HONORARY CHAIRMAN owns less than 5%
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KENNETH MILES LUBBOCK
PRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURER owns 75% or more
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LISA TRAIN
SHAREHOLDER AND DIRECTOR owns more than 5% but less than 10%
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LOIS MCNAUGHTON
CHIEF COMPLIANCE OFFICER owns less than 5%
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NINA T CHOA
SHAREHOLDER owns more than 5% but less than 10%
Marketers
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ALFRED CLARK
United States -
ANTHONY DICK
United States -
OPTIMUM GROWTH ADVISORS,LLC
United States