← Back to searchVisit website
BMO PRIVATE INVESTMENT COUNSEL INC.
CRD 160344 · SEC 801-74232
100 KING STREET WEST, 1 FIRST CANADIAN PLACE 41ST FLOOR, TORONTO, ONTARIO, AZ, M5X 1A1, Canada
Phone
416 359-5001
Fax
416-359-5040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$40.18B
Discretionary AUM
$40.18B
Team
130 total employees; 130 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18117 | $5.88B |
| High net worth individuals | 8176 | $17.41B |
| Charitable organizations | 39 | $228.6M |
| State/municipal entities | 3 | $108.3M |
| Insurance companies | 14 | $111.4M |
| Corporations/business entities | 4839 | $12.42B |
States served
AZ, CA, CO, IL, MD, MI, NV, NJ, NY, NC, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD