BMO FAMILY OFFICE, LLC

CRD 110264 · SEC 801-56868

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320 SOUTH CANAL STREET, FLOOR 12, CHICAGO, IL, 60606, United States

Phone

(650) 210-5042

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$9.99B

Discretionary AUM

$9.82B

Team

130 total employees; 75 advisory reps; 15 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-28

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersASSET ALLOCATION, PERFORMANCE MEASUREMENT, NON-DISCRETIONARY INVESTMENT ADVISORY, AND SUBADVISORY SERVICES

Client types

Type	Clients	AUM
High net worth individuals	70	$9.82B
Pooled investment vehicles	3	$167.5M

States served

CA, CO, IL, MA, NY, OR, TX, NH, FL

All web addresses on file

https://www.linkedin.com/company/bmowealthmanagement-us
https://uswealth.bmo.com/our-services/bmo-family-office-wealth-owners/
HTTPS://WWW.BMOFAMILYOFFICE.COM

Official SEC filing: View on IAPD