Overview
Assets Under Management: $3.1 billion
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 9
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.97
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 4,732
Discretionary Accounts: 4,475
Non-Discretionary Accounts: 257
Regulatory Filings
CRD Number: 111320
Filing ID: 2003125
Last Filing Date: 2025-07-10 17:39:00
Website: https://bmo.com