Bmo Financial Group
$568M reported client assets across 1 advisory firms in FY2020 annual amendments
Reported client assets over time
$460M
$568M
2017
2020
Same-firm comparison: 1 firms that reported Bmo Financial Group in both FY2019 and FY2020 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sierra Investment Partners, Inc. | $568M | $4.4B | 12.8% | 12/05/2020 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.