Bmo Family Office, LLC
Chicago, IL·SEC-registered · CRD #110264
Bmo Family Office, LLC is an SEC-registered investment advisory firm in Chicago, IL managing $10.0B across 5.2k client accounts, with 75 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$10.0B
Client accounts
5.2k
Advisory staff
75
Fee model
Fee-based
How Bmo Family Office, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Bmo Family Office, LLC
How much does Bmo Family Office, LLC manage?
Per its most recent SEC Form ADV filing (01/28/2026), Bmo Family Office, LLC reports $10.0B in regulatory assets under management across roughly 5.2k client accounts.
How does Bmo Family Office, LLC charge?
Bmo Family Office, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bmo Family Office, LLC a fiduciary?
Yes. Bmo Family Office, LLC is registered with the U.S. Securities and Exchange Commission (CRD #110264), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bmo Family Office, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bmo Family Office, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Bmo Family Office, LLC's public SEC Form ADV filing (CRD #110264, filed 01/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bmo Family Office, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bmo Family Office, LLC? Claim this profile.