AUMdb

Bmo Trust Company

$35.3B reported client assets across 2 advisory firms in FY2021 annual amendments

Reported client assets over time

$5.1B $35.3B
2017 2021

Same-firm comparison: 2 firms that reported Bmo Trust Company in both FY2020 and FY2021 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. 2017, 2018 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms.

Advisory firmRAUM at custodianFirm total AUMShareAs of
Bmo Private Investment Counsel Inc. $34.9B $34.9B 100.0% 01/27/2022
Carret Asset Management, Llc $443M $3.4B 13.0% 03/31/2022

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.