Overview
Assets Under Management: $4.3 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 784
Average Client Assets: $1.2 million
Frequently Asked Questions
BMO HARRIS FINANCIAL ADVISORS, INC 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 #137115), BMO HARRIS FINANCIAL ADVISORS, INC is subject to fiduciary duty under federal law.
BMO HARRIS FINANCIAL ADVISORS, INC is headquartered in CHICAGO, IL.
BMO HARRIS FINANCIAL ADVISORS, INC serves 784 high-net-worth clients according to their SEC filing dated October 03, 2018. View client details ↓
According to their SEC Form ADV, BMO HARRIS FINANCIAL ADVISORS, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
BMO HARRIS FINANCIAL ADVISORS, INC manages $4.3 billion in client assets according to their SEC filing dated October 03, 2018.
According to their SEC Form ADV, BMO HARRIS FINANCIAL ADVISORS, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 784
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.47%
Average Client Assets: $1.2 million
Total Client Accounts: 17,003
Discretionary Accounts: 17,003
Regulatory Filings
CRD Number: 137115
Filing ID: 1243927
Last Filing Date: 2018-10-03 11:37:00