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 firm | RAUM at custodian | Firm total AUM | Share | As 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.