Private Market View

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Other · SCOTTSDALE, AZ

AUM
$15.0M
Portfolio companies
Recorded deals
Last investment

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.