President, Shareholder and Director · Montrose Advisors Inc
John A. Lubbock
CRD 4924601 · Named on Form ADV at one SEC-registered adviser
At a glance
Montrose Advisors Inc, an SEC-registered asset manager based in New York, NY with $671 million in regulatory assets, lists John A. Lubbock on its Form ADV as President, Shareholder and Director.
Firms and roles
- Montrose Advisors IncPresident, Shareholder and DirectorAsset manager · New York, NY · $671M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kenneth M. LubbockExecutive Chairman and Shareholder and Director and Treasurer, Montrose Advisors Inc
- Lisa TrainShareholder and Director, Montrose Advisors Inc
- Nina T ChoaShareholder, Montrose Advisors Inc
- Helen T KlebnikovShareholder, Montrose Advisors Inc
- Lois McNaughtonVice President and Chief Compliance Officer, Montrose Advisors Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.