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| BMO Nesbitt Burns Securities Ltd
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|
|
|---|---|
| CRD # | 281337 |
| SEC # | 801-107176 |
| CIK # | |
| AUM | $554.2 MM (2023-03-31) |
| Employees | 269 (67% Investors, 40% Brokers) |
| Phone | 416-359-4000 |
| Address | 1 First Canadian Place Toronto Ontario, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 486 | 153.9 |
| (b) Individuals (high net worth individuals) | 181 | 400.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 782 | 554.2 |
| By Discretionary | ||
| Discretionary | 782 | 554.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 782 | 554.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 63.2 | |
| United States Persons | 491.0 | |
| Total | 782 | 554.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Schroder Wealth Management US Limited
✚
|
0.6 | |
|
Dillon & Associates Inc
✚
|
MI | 0.6 |
|
Sarasin Asset Management Limited
✚
|
0.6 | |
|
Advisors Management Group Inc
✚
|
WI | 0.6 |
|
Carrick Lane LLC
✚
|
NY | 0.6 |
|
Bowling Portfolio Management LLC
✚
|
OH | 0.6 |
|
IBEX Wealth Advisors LLC
✚
|
NJ | 0.6 |
|
Financial Partners Group LLC
✚
|
TN | 0.6 |
|
American Money Management LLC
✚
|
CA | 0.6 |
|
Carderock Capital Management Inc
✚
|
MD | 0.6 |