|
⚲
|
| BMO Private Investment Counsel Inc
✚
|
|
|---|---|
| CRD # | 160344 |
| SEC # | 801-74232 |
| CIK # | 0001600095 |
| AUM | $29.3 BB (2023-03-21) |
| Employees | 128 (94% Investors, 0% Brokers) |
| Phone | 416-359-5001 |
| Address | 100 King Street West Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19,628 | 6.1 |
| (b) Individuals (high net worth individuals) | 5,990 | 11.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 38 | 0.2 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4,668 | 8.6 |
| (n) Other | 1,745 | 3.2 |
| Total | 69,719 | 29.3 |
| By Discretionary | ||
| Discretionary | 69,719 | 29.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 69,719 | 29.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 28.9 | |
| United States Persons | 0.4 | |
| Total | 69,719 | 29.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-NT | [0001600095] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Beutel Goodman & Company Ltd
✚
|
32.2 | |
|
Atlanta Capital Management Company LLC
✚
|
GA | 31.8 |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 30.9 |
|
Capital Group Private Client Services Inc
✚
|
CA | 30.9 |
|
Earnest Partners LLC
✚
|
GA | 29.4 |
|
Fayez Sarofim & Co LLC
✚
|
TX | 29.0 |
|
Edgewood Management LLC
✚
|
CT | 28.8 |
|
Chandler Asset Management Inc
✚
|
CA | 28.6 |
|
Western Asset Management Company Limited
✚
|
28.0 | |
|
Invesco Hong Kong Limited
✚
|
26.7 |