Overview
Assets Under Management: $932 million
High-Net-Worth Clients: 324
Average Client Assets: $3 million
Frequently Asked Questions
BMO NESBITT BURNS SECURITIES LTD. 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 #281337), BMO NESBITT BURNS SECURITIES LTD. is subject to fiduciary duty under federal law.
BMO NESBITT BURNS SECURITIES LTD. serves 324 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, BMO NESBITT BURNS SECURITIES LTD. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BMO NESBITT BURNS SECURITIES LTD. manages $932 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, BMO NESBITT BURNS SECURITIES LTD. 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
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