Overview
Assets Under Management: $35.8 billion
High-Net-Worth Clients: 7,211
Average Client Assets: $2 million
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
Last Filing Date: 2025-01-28 00:00:00
Website: https://bmo.com