|
⚲
|
| Keyboard |
| BMO Nesbitt Burns Securities Ltd
✚
|
|
|---|---|
| CRD # | 281337 |
| SEC # | 801-107176 |
| CIK # | 0001047797 |
| AUM | 1,197.6 M (2026-01-28) |
| Employees | 303 (71% Investors, 48% Brokers) |
| Phone | 416-624-5509 |
| Address | 1 First Canadian Place Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 13.1 | ||
| Royal Bank of Canada | 10.2 | ||
| Toronto Dominion Bank | 7.2 | ||
| Apple Inc | 7.1 | ||
| Microsoft Corp | 6.2 | ||
| Amazon Com Inc | 6.2 | ||
| Alphabet Inc | 5.8 | ||
| Facebook Inc | 4.2 | ||
| Bank of Nova Scotia | 3.9 | ||
| Canadian Imperial Bank of Commerce /Can/ | 3.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 674 | 96.8 |
| (b) Individuals (high net worth individuals) | 412 | 1,100.7 |
| (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 | 1,330 | 1,197.6 |
| By Discretionary | ||
| Discretionary | 1,330 | 1,197.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,330 | 1,197.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 184.4 | |
| United States Persons | 1,013.2 | |
| Total | 1,330 | 1,197.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001047797] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 54JEJPF5RL5INKZRDO43 |
| Comparable Firms | State | AUM |
|---|---|---|
|
COFG Advisors LLC
✚
|
IL | 1,209.2 M |
|
van Cleef Asset Management Inc
✚
|
OH | 1,208.3 M |
|
Wespac Advisors LLC
✚
|
CA | 1,205.9 M |
|
Childress Capital Advisors LLC
✚
|
TX | 1,205.1 M |
|
Cedar Mountain Advisors LLC
✚
|
OR | 1,197.8 M |
|
CCG Wealth Management LLC
✚
|
CA | 1,195.7 M |
|
Maceratio LLC
✚
|
FL | 1,191.9 M |
|
Moment Partners LLC
✚
|
CA | 1,188.5 M |
|
Ram Investment Partners LLC
✚
|
WA | 1,187.3 M |
|
Aspire Growth Partners LLC
✚
|
1,187.2 M |