Overview
Assets Under Management: $932 million
High-Net-Worth Clients: 324
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 324
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,097
Discretionary Accounts: 1,097
Regulatory Filings
CRD Number: 281337
Last Filing Date: 2025-01-29 00:00:00
Website: https://bmo.com