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BMO ASSET MANAGEMENT CORP.
CRD 106466File 801-35533
APPROVED
Disclosure events
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.18B
Top 25% of cohort (national)
Discretionary AUM
$6.18B
Clients
16
21 accounts
Employees
5
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 17, 1989
- Principal office
- 320 S. CANAL STREET, 12TH FLOOR, CHICAGO, IL, 60606
- Phone
- 312-461-4002
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.18B
- Discretionary AUM
- $6.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 21
- Non-discretionary accounts
- 0
- Total accounts
- 21
- AUM per client
- $386.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.66B |
| Insurance companies | Fewer than 5 | $1.08B |
| Pooled investment vehicles | 16 | $3.43B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.