Bmo Private Investment Counsel Inc.

Bmo Private Investment Counsel Inc. (CRD# 160344) is a financial advisory firm headquartered in Toronto, Ontario, . They manage $30,306,529,507 in 70,415 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
100 King Street West, 1 First Canadian Place 41st Floor, Toronto, Ontario, M5X 1
https://www.linkedin.com/company/bmo-private-banking/mycompany/
By the Numbers
  • Total Assets Under Management
    30,307
    MILLION
  • Total Number of Accounts
    70,415
    ACCOUNTS
  • Average Account Value
    $430,399
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MD, MI, NC, NJ, NY, OR, TX, WA

Financial Advisors at Bmo Private Investment Counsel Inc.
No Advisor Found.

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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