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Building 2BMO DIRECT INVEST INC.

Map pinCHICAGO, IL
Phone877-685-9057
NotebookSEC #801-123005
Total AUM
$4.7M
Employees
5
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
320 S CANAL STREET
12
CHICAGO
IL 60606
United States
Operating Hours
8:00 AM TO 7:00 PM
Monday - Friday
Phone
877-685-9057

ReceiptFinancials

Total AUM
$4.7M
Accounts
154
Discretionary
$4.7M
Accounts
154
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
178
AUM
$4.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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