Bmo Asset Management Corp
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Overview
Bmo Asset Management Corp is a financial advisor firm headquartered in Chicago, Illinois. The company manages $4.7 billion in assets under management across 13 client accounts, placing it among the biggest firms in the country by assets under management (AUM). The firm has a small team, including 3 financial advisors. Bmo Asset Management Corp is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as equities, bonds and options.
Bmo Asset Management Corp oversees all of its accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments without needing to seek client consent. Bmo Asset Management Corp's average account size is $364.4 million. An average advisor at Bmo Asset Management Corp oversees around four client accounts, making it one of the most personalized advisor firms in the country.
Bmo Asset Management Corp's central office is located at 320 S. Canal Street, Chicago, Illinois 60606. The company is legally allowed to provide services to investors throughout 3 states, including Illinois, Indiana and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bmo Asset Management Corp by the Numbers
$4.7 billion
5
13
$364.4 million
Fee Structure
A financial advisor's fees typically are based on which service is provided. Fees charged by Bmo Asset Management Corp typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Bmo Asset Management Corp.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles, insurance companies and corporations. Out of its 13 customers, Bmo Asset Management Corp's biggest client type by number of accounts is corporations. None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bmo Asset Management Corp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bmo Asset Management Corp
Milwaukee, WI
Milwaukee, WI
Indianapolis, IN
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Appleton, WI
Chicago, IL
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