BMO Nesbitt Burns Securities Ltd

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Assets, Funds, Holdings

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BMO Nesbitt Burns Securities Ltd
CRD #281337
SEC #801-107176
CIK #
AUM $660.9 MM (2024-08-30)
Employees 267 (68% Investors, 39% Brokers)
Phone416-359-4000
Address1 First Canadian Place
Toronto Ontario, Canada
Source [IAPD] [Website]
Total AUM ($MM)
70056042028014002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 533 100.6
(b) Individuals (high net worth individuals) 246 560.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 914 660.9
By Discretionary
Discretionary 914 660.9
Non-Discretionary 0 0.0
Total 914 660.9
By Non-United States Persons
Non-United States Persons 78.7
United States Persons 582.2
Total 914 660.9
Comparable Firms State AUM ($BB)
Riverbend Capital Advisors LLC
IL 0.7
Fitzroy Investment Advisors LLC
FL 0.7
St James Investment Company LLC
TX 0.7
Beacon Financial Group Inc
OH 0.7
Petra Capital Management Inc
0.7
American Money Management LLC
CA 0.7
Wealth Management Group LLC
IL 0.7
Wembley Strategic Advisory LLC
NY 0.7
Veracity Capital LLC
GA 0.7
Westside Investment Management LLC
CA 0.7
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