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Steven Paul Matteucci

BMO FAMILY OFFICE, LLC·CHICAGO, Illinois
Unclaimed Profile
320 SOUTH CANAL STREET, CHICAGO, IL 60606CRD# 4836617Firm CRD# 110264
01

About

Steven Paul Matteucci is a registered financial advisor based in CHICAGO, Illinois, affiliated with BMO FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
BMO FAMILY OFFICE, LLC
BMO FAMILY OFFICE, LLC
AUM
$6.1B
Regulatory assets under management
Employees
135
Total firm employees
View all advisors at BMO FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4836617
Firm CRD# 110264
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Paul Matteucci offer?
Steven Paul Matteucci specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Steven Paul Matteucci's credentials?
Steven Paul Matteucci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Paul Matteucci located?
Steven Paul Matteucci is based in CHICAGO, Illinois, working with BMO FAMILY OFFICE, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Steven Paul Matteucci charge for services?
Steven Paul Matteucci'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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Other Advisors at BMO FAMILY OFFICE, LLC

Carol Peka Flick
PALO ALTO, CA
Judson Michael Snyder
CHICAGO, IL
Michael Richard Hutchinson
CHICAGO, IL
Robert Ryan Mcnally
PALO ALTO, CA
Amy Moulden Griman
CHICAGO, IL
Douglas Lewis Anderson
PALO ALTO, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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Research
Advisor Fees in IllinoisNational Fee Analysis
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