Bmo Global Asset Management

Bmo Global Asset Management (CRD# 149280) is a financial advisory firm headquartered in Miami, FL. They manage $10,431,668,309 in 90 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,432
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $115,907,426
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, IL, WI

Financial Advisors at Bmo Global Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Scott M. Kimball
CRD#: 4637198
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
96
Wealthminder
score

Scott Kimball (CRD# 4637198) is an Investment Advisor Representative working at Bmo Global Asset Management in Miami, FL and has over 14 years of experience in the finance industry.

2
Daniela Mardarovici
CRD#: 6136262
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
90
Wealthminder
score

Daniela Mardarovici (CRD# 6136262) is an Investment Advisor Representative working at Bmo Global Asset Management in Miami, FL and has 1 year of experience in the finance industry.

3
Janelle E. Woodward
CRD#: 6388371
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
90
Wealthminder
score

Janelle Woodward (CRD# 6388371) is an Investment Advisor Representative working at Bmo Global Asset Management in Miami, FL and has 1 year of experience in the finance industry.

4
Alan M. Habacht
CRD#: 1043959
1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131
87
Wealthminder
score

Alan Habacht (CRD# 1043959) is an Investment Advisor Representative working at Bmo Global Asset Management in Miami, FL and has 1 year of experience in the finance industry.

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