David
Brzycki

Bmo Asset Management Corp

CRD#3270585
Investment Advisor
in Chicago, IL

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About this Advisor

David Brzycki is a financial advisor based in Chicago, Illinois. Brzycki works at Bmo Asset Management Corp. The advisor has gained experience at M&I Investment Management Corp, Harris Investment Management Inc and Bmo Harris Financial Advisors, Inc. Brzycki has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Wisconsin. Bmo Asset Management Corp is an advisory business that has its headquarters in Chicago, IL. The investment advisory business has just five people on staff. It oversees $5 billion in total assets across its 13 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The company provides a few services, such as portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the services provided. Fee types charged by Bmo Asset Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

320 S. Canal Street 12Th Floor
Chicago, IL 60606

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Bmo Asset Management Corp Brokerage Details

Total Assets Under Management

$4,737,778,896

IL Average: $6,674,516,078
Total Number of Employees

5

IL Average: 44
Total Number of Accounts

13

IL Average: 2,564
Average Account Size

$364,444,530

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

David Brzycki Work History

David has been registered as a financial advisor for 0 years.*

2012 - Present (12 years)

Harris Investment Management Inc

2012 - Present (12 years)

Bmo Harris Financial Advisors, Inc

2005 - Present (19 years)

M&I Investment Management Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Brzycki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bmo Asset Management Corp

Joshua Palleon
Milwaukee, WI
Katherine Florig
Milwaukee, WI
Barbara Murphy
Indianapolis, IN
Daniel Isenberg
Chicago, IL
Dean Folias
Chicago, IL
David Brzycki
Chicago, IL
Joseph Olson
Chicago, IL
Scott Jennings
Appleton, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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