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Home > Retirement Planners > arizona > scottsdale > STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
4900 N. Scottsdale Road
Suite 2600
Scottsdale, Arizona 85251
Tel: 480-890-8088
About STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP, formally registered with the SEC as STOKER OSTLER, A PART OF BMO FINANCIAL GROUP. The firm was established in 04/14/1997. They have over 2 offices throughout the country.
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP is a Scottsdale, Arizona based Financial Planning firm with nearly $2,556,150,742 assets under management, offering retirement planning & investment advisory services to 4225 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111320 |
| SEC# | 801-54265 |
| Assets Managed by Firm | $2,556,150,742 |
| No. of Clients | 4225 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4225 | $2,556,150,742 |
| Individuals (other than high net worth individuals) | 628 | $328,682,403 |
| High net worth individuals | 664 | $2,217,085,068 |
| Charitable organizations | 7 | $10,383,271 |
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