Overview
Assets Under Management: $8.1 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 64
Average Client Assets: $125 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.06
Average High-Net-Worth Client Assets: $125 million
Total Client Accounts: 5,520
Discretionary Accounts: 5,447
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 110264
Last Filing Date: 2025-01-27 00:00:00
Website: https://www.linkedin.com/company/bmowealthmanagement-us