John Angus Lubbock
Investment adviser representative at Montrose Advisors Inc
12 yearsExperience
2 statesRegistered in
CFADesignation
$670.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Montrose Advisors IncJul 2014 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Montrose Advisors Inc
Legal name: Montrose Advisors Incorporated
$670.8MAssets managed
26Clients
2Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4924601
- Firm CRD
- 105918