BMO Asset Management CORP.

Assets Under Management

$5.2B

Number of Clients

16

Number of Advisors

1

Average Client AUM

$324.1M

AUM per Advisor

$5.2B

Compensation

Fee-Only (AUM)

About This Firm

BMO Asset Management Corp. (BMO AM) offers discretionary advisory and subadvisory services, primarily investing in secured loans and other financial instruments originated by BMO Bank N.A. Clients include private funds, CLOs, and SMAs. Investment strategies are tailored to client objectives, with a focus on downside protection and capital preservation.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

320 S. Canal Street, 12th Floor, Chicago, IL, 60606

1 Advisors at this firm