Key facts
- STOKER OSTLER, A PART OF BMO FINANCIAL GROUP is a other based in SCOTTSDALE, AZ.
- STOKER OSTLER, A PART OF BMO FINANCIAL GROUP reports $15.0M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 111320- Regulatory AUM
- $15.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 30
- Registered office
- SCOTTSDALE, AZ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as STOKER OSTLER WEALTH ADVISORS, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for STOKER OSTLER, A PART OF BMO FINANCIAL GROUP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is STOKER OSTLER, A PART OF BMO FINANCIAL GROUP's AUM?
- STOKER OSTLER, A PART OF BMO FINANCIAL GROUP manages approximately $15.0M in assets.