Key facts
- BMO Financial Group (TSE: BMO) is a other based in Toronto, Ontario.
- The team roster lists 1 person.
- BMO Financial Group (TSE: BMO) reports $39.5B in regulatory assets under management, per its SEC Form ADV (2026-03).
About BMO Financial Group (TSE: BMO)
BMO Financial Group is a banking institution based in Toronto, Canada. Established in 1817, the bank provides various retail banking, wealth management, and investment banking products and services. The firm's personal and commercial banking products and services primarily include deposits, mortgages, consumer credit, business lending, commercial and capital markets products, and credit cards. The bank's investments are governed by the executive management team.
Registered with the SEC
Form ADV · 2026-03 · CRD 160344- Regulatory AUM
- $39.5B
- Private fund assets
- —
- Private funds
- —
- Staff
- 130
- Registered office
- TORONTO, ONTARIO
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BMO PRIVATE INVESTMENT COUNSEL INC.).
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Portfolio
No portfolio companies for BMO Financial Group (TSE: BMO) are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is BMO Financial Group (TSE: BMO)'s AUM?
- BMO Financial Group (TSE: BMO) manages approximately $423K in assets.