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BMO PRIVATE INVESTMENT COUNSEL INC.

Advisory

N·TORONTO, ONTARIO

Data as of Jan 28, 2026 · Source: SEC Form ADV

Total AUM
$40.2B
1-Year AUM Growth
+3.3%
3-Year CAGR
+4.0%
Employees
130
Assets Under Management
Total AUM$40.2B
Discretionary AUM$40.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33,143
Team
Total Employees130
Investment Advisers130
Employee Growth (1Y)—
Filing History
Total Filings on Record38
First FilingFeb 15, 2012
Latest FilingJan 28, 2026
🔒 Full AUM trend chart and 38 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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