BMO FAMILY OFFICE, LLC

320 South Canal Street
Floor 12
Chicago, Illinois 60606
Tel: (650) 210-5042

About BMO FAMILY OFFICE, LLC

BMO FAMILY OFFICE, LLC, formally registered with the SEC as BMO FAMILY OFFICE, LLC. The firm was established in 10/20/1999. They have over 9 offices throughout the country.

BMO FAMILY OFFICE, LLC is a Chicago, Illinois based Financial Planning firm with nearly $8,129,615,220 assets under management, offering retirement planning & investment advisory services to 5520 clients. The firm is staffed with 120 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110264
SEC#	801-56868
Assets Managed by Firm	$8,129,615,220
No. of Clients	5520
No. of Advisors	120

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (ASSET ALLOCATION, PERFORMANCE MEASUREMENT, NON-DISCRETIONARY INVESTMENT ADVISORY, AND SUBADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	5520	$8,129,615,220
High net worth individuals	64	$7,971,671,176

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