BMO FAMILY OFFICE, LLC

CHICAGO, Illinois·23 registered advisors·CRD# 110264
SEC# 801-568689(650) 210-5000
01

Firm Overview

AUM
$6.1B
Regulatory assets under management
Employees
135
Total firm employees
Advisors
23
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 PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at BMO FAMILY OFFICE, LLC

23 registered advisors
Amy Moulden Griman
CHICAGO, Illinois
Carol Peka Flick
PALO ALTO, California
Douglas Lewis Anderson
PALO ALTO, California
Gillian Roberta Noble
PALO ALTO, California
Harvey L. Armstrong
PALO ALTO, California
Joann Anthony Pantelis
PALO ALTO, California
John Anthony Benevides
PALO ALTO, California
Judson Michael Snyder
CHICAGO, Illinois
Kamiar Vossoughi
CHICAGO, Illinois
Kyle Richard Crowe
CHICAGO, Illinois
Michael John Montgomery
PALO ALTO, California
Michael Patrick Stritch
CHICAGO, Illinois
Michael Richard Hutchinson
CHICAGO, Illinois
Nebojsa Paldrmic
PALO ALTO, California
Patrick Joseph Murphy
PALO ALTO, California
Paul Richard Skubic
PALO ALTO, California
Robert Gage Gray
CHICAGO, Illinois
Robert Ryan Mcnally
PALO ALTO, California
Romilla Singh Erb
PALO ALTO, California
Shannon Maureen Kennedy
CHICAGO, Illinois
Steven Paul Matteucci
CHICAGO, Illinois
Theodore Andrew Dunn
CHICAGO, Illinois
Thomas P Howe
CHICAGO, Illinois
05

Office Locations

PALO ALTO, California
12 advisors
CHICAGO, Illinois
11 advisors

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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.