Bmo Nesbitt Burns
$1.1B reported client assets across 4 advisory firms in FY2019 annual amendments
Reported client assets over time
$734M
$1.1B
2017
2019
Same-firm comparison: 3 firms that reported Bmo Nesbitt Burns in both FY2018 and FY2019 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 is shown but partial — only FY2017: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Beutel, Goodman & Company Ltd. | $931M | $32.3B | 2.9% | 03/26/2020 |
| Bristol Gate Capital Partners Inc. | $135M | $918M | 14.7% | 05/24/2019 |
| Cumberland Investment Counsel Inc. | $10.1M | $1.0B | 1.0% | 12/20/2019 |
| Goodreid Investment Counsel Corp. | $309K | $233M | 0.1% | 11/28/2019 |
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.