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Building 2BMO HARRIS FINANCIAL ADVISORS, INC

Map pinCHICAGO, IL
Phone877-225-3863
NotebookSEC #801-64847
Total AUM
$5.1B
Employees
35
Clients
17,043

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 S LASALLE STREET
13W
CHICAGO
IL 60603
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
877-225-3863
Other Offices
497

ReceiptFinancials

Total AUM
$5.1B
Accounts
17,043
Discretionary
$5.1B
Accounts
17,043
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14,295
AUM
$3.3B
HNW Individual Clients
2,622
AUM
$1.8B
Pension/Profit Sharing Plan Clients
38
AUM
$12.8M
Charitable Organization Clients
17
AUM
$5.6M
Government Entity Clients
1
AUM
$441.7K
Corporation or Business Clients
70
AUM
$23.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Pending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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