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BMO FAMILY OFFICE, LLC

SEC Form ADV profile.

Total regulatory AUM
$9,989,953,619
Discretionary
$9,823,750,455
Non-discretionary
$166,203,164

Firm details

CRD number
110264
SEC file number
801-56868
Main office
CHICAGO, IL, United States
Employees
130
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.