1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Map pinSCOTTSDALE, AZ
Phone480-890-8088
NotebookSEC #801-54265
Total AUM
$3.7B
Employees
30
Clients
1,585

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4900 N. SCOTTSDALE ROAD
SUITE 2600
SCOTTSDALE
AZ 85251
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
480-890-8088
Other Offices
1

ReceiptFinancials

Total AUM
$3.7B
Accounts
5,166
Discretionary
$3.6B
Accounts
4,904
Non-Discretionary
$115.9M
Accounts
262

ContactClients

View more in analytics →

Individual Clients
634
AUM
$344.9M
HNW Individual Clients
945
AUM
$3.3B
Charitable Organization Clients
6
AUM
$12.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

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

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

Feature requires an account