BMO FAMILY OFFICE, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$5.4B
Peer Group AUM Range
$5.1B - $5.6B
Sample Size
108
Firm Age (Years)
PEER GROUP AVERAGE
13
Structure
PEER GROUP AVERAGE
Limited Liability Company (60 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,587
Discretionary AUM
PEER GROUP AVERAGE
$4.5B
Non-Discretionary Accounts
PEER GROUP AVERAGE
547
Non-Discretionary AUM
PEER GROUP AVERAGE
$907.9M
Total Clients
PEER GROUP AVERAGE
1,679
Total AUM
PEER GROUP AVERAGE
$5.4B
Offices
PEER GROUP AVERAGE
16
Total Employees
PEER GROUP AVERAGE
62
Investment Advisors
PEER GROUP AVERAGE
29
Registered Representatives
PEER GROUP AVERAGE
16
Licensed Insurance Agents
PEER GROUP AVERAGE
12
Foreign Clients
PEER GROUP AVERAGE
31.5%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
386
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 104 Firms Yes
Hourly Charges No 89 Firms Yes
Subscription Fees No 104 Firms No
Fixed Fees No 70 Firms Yes
Commissions No 103 Firms No
Performance Based Fees Yes 63 Firms No
Other No 80 Firms No

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