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).

Current Firm Details
320 South Canal Street, Floor 12, Chicago, IL 60606
https://www.linkedin.com/company/bmofamilyoffice
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 11 - 14 of 14 top financial advisors.
11
Patrick Parisi, financial advisor Portsmouth NH
Patrick M. Parisi
CRD#: 2883282
117 Bow Street, Suite 111, Portsmouth, NH 03801

Patrick Parisi (CRD# 2883282) is an Investment Advisor Representative working at Bmo Family Office, LLC in Portsmouth, NH and has over 26 years of experience in the finance industry.

12
Jesse Segreto, financial advisor Chicago IL
Jesse J. Segreto
CRD#: 2914092
320 South Canal Street, Floor 12, Chicago, IL 60606

Jesse Segreto (CRD# 2914092) is an Investment Advisor Representative working at Bmo Family Office, LLC in Chicago, IL and has over 25 years of experience in the finance industry.

13
Michael Stritch, financial advisor Chicago IL
Michael P. Stritch
CRD#: 3129542
111 W Monroe St, Floor 10e, Chicago, IL 60603

Michael Stritch (CRD# 3129542) is an Investment Advisor Representative working at Bmo Family Office, LLC in Chicago, IL and has over 25 years of experience in the finance industry.

14
Todd Tweedy, financial advisor Menlo Park CA
Todd R. Tweedy
CRD#: 1858607
1080 Marsh Road, Ste.100, Menlo Park, CA 94025

Todd Tweedy (CRD# 1858607) is an Investment Advisor Representative working at Bmo Family Office, LLC in Menlo Park, CA and has over 25 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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