BMO ASSET MANAGEMENT CORP.

RIASEC RegisteredEst. 1989

Total AUM

$6.2B

Discretionary

$6.2B

100% of AUM

Avg account

$294M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 106466
Registered since: November 17, 1989
Website: www.bmogam.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles55.51%
Corporations / Businesses26.95%
Insurance Companies17.54%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BMO Asset Management Corp. is a corporate investment adviser that has been SEC-registered since 1989 and serves primarily institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it sponsors and manages securitized asset funds. Its compensation structure combines a percentage-of-AUM fee model with performance-based fees. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser. The firm maintains a broad set of industry affiliations, including roles tied to broker-dealer activity, banking and trust services, insurance company functions, futures/derivatives participant statuses, and acting as sponsor or general partner for pooled investment vehicles. That mix of affiliations suggests it operates across traditional asset-management, custody, and structured-product channels.