Unclaimed Profile

Michael Patrick Stritch

BMO FAMILY OFFICE, LLC·CHICAGO, Illinois

Series 3, Series 7, Series 63, Series 65Clean record9 years registeredBMO FAMILY OFFICE, LLC

111 WEST MONROE ST, CHICAGO, IL 60603CRD# 3129542Firm CRD# 110264

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Patrick Stritch · CHICAGO, IL

Registration

CRD #3129542 · BMO FAMILY OFFICE, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BMO FAMILY OFFICE, LLC

BMO HARRIS FINANCIAL ADVISORS, INC

Jul 2019 – Aug 2021

Chicago, IL

BMO FAMILY OFFICE, LLC

Sep 2016 – May 2024

Chicago, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · September 21, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BMO FAMILY OFFICE, LLC

CRD 110264 · SEC 801-56868

AUM

$6.1B

Regulatory assets under management

Employees

135

8,375 client accounts

Services offered by BMO FAMILY OFFICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BMO FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Patrick Stritch offer?

Michael Patrick Stritch specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Michael Patrick Stritch's credentials?

Michael Patrick Stritch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Patrick Stritch located?

Michael Patrick Stritch is based in CHICAGO, Illinois, last registered with BMO FAMILY OFFICE, LLC.

How does Michael Patrick Stritch charge for services?

Michael Patrick Stritch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BMO FAMILY OFFICE, LLC?

BMO FAMILY OFFICE, LLC has approximately 135 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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