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| Happy Holidays!! thanks for using AUM13F!! |
| BMO Private Investment Counsel Inc
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| CRD # | 160344 |
| SEC # | 801-74232 |
| CIK # | 0001600095 |
| AUM | $35.8 B (2025-01-28) |
| Employees | 130 (92% Investors, 0% Brokers) |
| Phone | 416-359-5001 |
| Address | 100 King Street West Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 11.9 | ||
| Royal Bank of Canada | 8.5 | ||
| Microsoft Corp | 6.6 | ||
| Toronto Dominion Bank | 5.7 | ||
| Apple Inc | 5.7 | ||
| Amazon Com Inc | 5.4 | ||
| Facebook Inc | 4.0 | ||
| Alphabet Inc | 3.8 | ||
| Bank of Nova Scotia | 3.3 | ||
| Netflix Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18,532 | 5.9 |
| (b) Individuals (high net worth individuals) | 7,211 | 14.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 38 | 0.2 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 11 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4,773 | 11.5 |
| (n) Other | 1,829 | 3.2 |
| Total | 71,669 | 35.8 |
| By Discretionary | ||
| Discretionary | 71,669 | 35.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 71,669 | 35.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 35.2 | |
| United States Persons | 0.5 | |
| Total | 71,669 | 35.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001600095] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Canso Investment Counsel Ltd
✚
|
37.8 | |
|
Beutel Goodman & Company Ltd
✚
|
36.3 | |
|
Atlanta Capital Management Company LLC
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|
GA | 36.3 |
|
Edgewood Management LLC
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CT | 35.9 |
|
Wealthfront Advisers LLC
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|
CA | 35.9 |
|
IEQ Capital LLC
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|
CA | 35.4 |
|
Fayez Sarofim & Co LLC
✚
|
TX | 34.5 |
|
CWM LLC
✚
|
NE | 33.8 |
|
Stancorp Investment Advisers Inc
✚
|
OR | 33.6 |
|
Western Asset Management Company Limited
✚
|
33.6 |