Overview
Assets Under Management: $35.8 billion
High-Net-Worth Clients: 7,211
Average Client Assets: $2 million
Frequently Asked Questions
BMO PRIVATE INVESTMENT COUNSEL 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 #160344), BMO PRIVATE INVESTMENT COUNSEL INC. is subject to fiduciary duty under federal law.
BMO PRIVATE INVESTMENT COUNSEL INC. serves 7,211 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, BMO PRIVATE INVESTMENT COUNSEL INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BMO PRIVATE INVESTMENT COUNSEL INC. manages $35.8 billion in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, BMO PRIVATE INVESTMENT COUNSEL INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7,211
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 71,669
Discretionary Accounts: 71,669
Regulatory Filings
CRD Number: 160344
Filing ID: 2025779
Last Filing Date: 2025-11-12 13:38:23
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