Montrose Advisors

Montrose Advisors Incorporated

Montrose Advisors is an investment advisor to individuals and their families, foundations, and trusts. We offer investment programs to suit a range of investment objectives. We work with clients to tailor investment portfolios appropriate to their circumstances and goals. Montrose Advisors is an independent investment advisor in New York City founded by Kenneth Lubbock and John Train in 1992. The firm is registered with the U.S. Securities and Exchange Commission and the National Futures Association.

Contact

LOCATION

7 East 60th Street
2nd Floor
New York, NY 10022

CONTACT

Phone: (212) 888-4747
Fax: (347) 685-1935
Email: inquiries@montroseadvisors.com

Learn more

Montrose Advisors Incorporated only transacts business in states where it is properly registered or exempted from registration. 

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, our firm’s disclosure documents and any personalized individual advice. Please contact us directly to discuss individual situations.

Montrose Advisors Incorporated is an investment advisor to individuals and their families, foundations, and trusts.