Bmo Family Office, LLC

Bmo Family Office, LLC (CRD# 110264) is a financial advisory firm headquartered in Chicago, IL. They manage $6,096,846,936 in 8,375 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,097
    MILLION
  • Total Number of Accounts
    8,375
    ACCOUNTS
  • Average Account Value
    $727,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, MN, NH, OR, TX, WA

Financial Advisors at Bmo Family Office, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Travis L. Borton
CRD#: 6093141
320 South Canal Street, Floor 12, Chicago, IL 60606

Travis Borton (CRD# 6093141) is an Investment Advisor Representative working at Bmo Family Office, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

2
Benedict S. Burrowes
CRD#: 6965357
111 West Monroe Street, Suite 12w, Chicago, IL 60603

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.

3
Michael D. Finan
CRD#: 2697942
4380 Sw Macadam Ave, Portland, OR 97239

Michael Finan (CRD# 2697942) is an Investment Advisor Representative working at Bmo Family Office, LLC in Portland, OR and has over 28 years of experience in the finance industry.

4
Heather S. Gilroy
CRD#: 4164256
4380 Sw Macadam Ave., Suite 490, Portland, OR 97239

Heather Gilroy (CRD# 4164256) is an Investment Advisor Representative working at Bmo Family Office, LLC in Portland, OR and has over 23 years of experience in the finance industry.

5
Cheryl L. Holland
CRD#: 2288937
4380 Sw Macadam Ave, Portland, OR 97239

Cheryl Holland (CRD# 2288937) is an Investment Advisor Representative working at Bmo Family Office, LLC in Portland, OR and has over 31 years of experience in the finance industry.

6
Joseph Knecht
CRD#: 6067241
111 W Monroe St, 10e, Chicago, IL 60603

Joseph Knecht (CRD# 6067241) is an Investment Advisor Representative working at Bmo Family Office, LLC in Chicago, IL and has 1 year of experience in the finance industry.

7
Selina Y. Lam
CRD#: 5258410
320 South Canal Street, Floor 12, Chicago, IL 60606

Selina Lam (CRD# 5258410) is an Investment Advisor Representative working at Bmo Family Office, LLC in Chicago, IL and has 1 year of experience in the finance industry.

8
Garbis P. Mechigian
CRD#: 1712218
320 South Canal Street, Floor 12, Chicago, IL 60606

Garbis Mechigian (CRD# 1712218) is an Investment Advisor Representative working at Bmo Family Office, LLC in Chicago, IL and has over 34 years of experience in the finance industry.

9
David J. Novitsky
CRD#: 2833830
4380 Sw Macadam Avenue, Suite 490, Portland, OR 97239

David Novitsky (CRD# 2833830) is an Investment Advisor Representative working at Bmo Family Office, LLC in Portland, OR and has over 25 years of experience in the finance industry.

10
Michael W. Papciak
CRD#: 5084336
111 W Monroest, 10e, Chicago, IL 60603

Michael Papciak (CRD# 5084336) is an Investment Advisor Representative working at Bmo Family Office, LLC in Chicago, IL and has 1 year of experience in the finance industry.

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