BMO DIRECT INVEST INC.
CRD #317064 SEC #801-123005 CHICAGO, IL 877-685-9057
SEC Registered
Total AUM
$4.7M
Discretionary
$4.7M
Employees
5
Clients
1
Accounts
154
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $4.7M | $4.7M | $0 | 5 | 0 |
| Mar 2024 | $4.7M | $4.7M | $0 | 5 | 0 |
| Nov 2023 | $1.2M | $1.2M | $0 | 4 | 0 |
| Nov 2023 | $1.2M | $1.2M | $0 | 4 | 0 |
| Sep 2023 | $1.2M | $1.2M | $0 | 4 | 0 |
| Aug 2023 | $1.2M | $1.2M | $0 | 4 | 0 |
| Aug 2023 | $1.2M | $1.2M | $0 | 4 | 0 |
| Jun 2023 | $1.2M | $1.2M | $0 | 4 | 0 |
| Jun 2023 | $1.2M | $1.2M | $0 | 4 | 0 |
| Mar 2023 | $1.2M | $1.2M | $0 | 4 | 0 |
| Nov 2022 | $0 | $0 | $0 | 10 | 0 |
| Nov 2022 | $0 | $0 | $0 | 10 | 0 |
| May 2022 | $0 | $0 | $0 | 20 | 0 |
| Mar 2022 | $0 | $0 | $0 | 20 | 0 |
| Jan 2022 | $0 | $0 | $0 | 20 | 0 |
| Jan 2022 | $0 | $0 | $0 | 20 | 0 |
| Dec 2021 | $0 | $0 | $0 | 20 | 0 |
| Dec 2021 | $0 | $0 | $0 | 20 | 0 |
DateAug 2024
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0