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Shareholder and Director · Montrose Advisors Inc

Lisa Train

CRD 1481272 · 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 Lisa Train on its Form ADV as Shareholder and Director, a control person.

Firms and roles

AtlasMembers

Lisa’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.