Overview
Assets Under Management: $8.1 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 64
Average Client Assets: $125 million
Frequently Asked Questions
BMO FAMILY OFFICE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110264), BMO FAMILY OFFICE, LLC is subject to fiduciary duty under federal law.
BMO FAMILY OFFICE, LLC is headquartered in CHICAGO, IL.
BMO FAMILY OFFICE, LLC serves 64 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, BMO FAMILY OFFICE, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BMO FAMILY OFFICE, LLC manages $8.1 billion in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, BMO FAMILY OFFICE, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.06
Average High-Net-Worth Client Assets: $125 million
Total Client Accounts: 5,520
Discretionary Accounts: 5,447
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 110264
Last Filing Date: 2025-01-27 00:00:00
Website: https://bmo.com