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BMO FAMILY OFFICE, LLC
BMO FAMILY OFFICE, LLC
CHICAGO, Illinois
·
5 registered advisors
·
CRD# 110264
SEC# 801-56868
9
(650) 210-5000
01
Firm Overview
AUM
$6.1B
Regulatory assets under management
Employees
135
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BMO FAMILY OFFICE, LLC
5 registered advisors
Douglas Lewis Anderson
PALO ALTO, California
CFA
CRD# 5081270
Kamiar Vossoughi
CHICAGO, Illinois
CFP
CFA
CRD# 5785540
Kyle Richard Crowe
CHICAGO, Illinois
CRD# 2492261
Michael Patrick Stritch
CHICAGO, Illinois
CRD# 3129542
Theodore Andrew Dunn
CHICAGO, Illinois
CRD# 1784911
05
Office Locations
CHICAGO, Illinois
4 advisors
PALO ALTO, California
1 advisor
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Data sourced from SEC Form ADV filings. BMO FAMILY OFFICE, LLC (CRD# 110264) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.