Benedict Burrowes (CRD# 6965357) is an Investment Advisor Representative working at Bmo Family Office, LLC in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bmo Family Office | Chicago, IL | Feb 2020 - Current | 4 |
| Longboard Asset Management | Phoenix, AZ | Jul 2018 - Nov 2019 | 1 |
| University Of Notre Dame | South Bend, IN | Aug 2014 - May 2018 | 3 |
| Brown Advisory | London, | Jun 2017 - Aug 2017 | < 1 |
| Wagamama | London, | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- IL
-
Total Assets Under Management6,097MILLIONS
-
Total Number of Accounts8,375ACCOUNTS
-
Average Account Value$727,982
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IL, MA, MN, NH, OR, TX, WA
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