BMO FAMILY OFFICE, LLC
C38
CRD 110264·SEC 801-56868·CHICAGO, IL
AUM
$9.99B
$1B+
Est. Revenue
$99.9M
@ 1% on AUM
Est. EBITDA
$30.0M
@ 30% margin
Est. Deal Value
$239.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $12.77B
'21 · $5.38B
'22 · $7.28B
'23 · $7.28B
'25 · $8.13B
'26 · $9.99B
'20'26
$12.77B → $9.99B▼ -22%
Operations
Advisory staff (5-yr trend)
'20 · 55 advisors
'21 · 60 advisors
'22 · 60 advisors
'23 · 60 advisors
'25 · 65 advisors
'26 · 75 advisors
'20'26
55 advisors → 75 advisors▲ +36%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2019-10-042019-10-04 · 0000892712-19-000372
2015-04-162015-04-16 · 0000893877-15-000005
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Window
| Charles Schwab | 2 |
| Jpmorgan | 1 |
Full
| Northern Trust | 50 |
| Charles Schwab | 14 |
| E*trade | 4 |
| Jpmorgan | 3 |
Edgar Addresses
Mailing
C/O BMO FAMILY OFFICE, LLC4380 SW MACADAM AVENUE, SUITE 400PORTLAND, OR 97239
Business
C/O BMO FAMILY OFFICE, LLC4380 SW MACADAM AVENUE, SUITE 400PORTLAND, OR 97239
Edgar Recent Filings
D/A2019-10-04 · 0000892712-19-000372
D/A2015-04-16 · 0000893877-15-000005