Amy Hale is a control person of Bmo Family Office and directly owns under 5% of it.
Bmo Family Office is an investment adviser based in Chicago, IL, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $9.99 billion, as filed on 28 January 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 3236026
- Firm
- Bmo Family Office · CRD 110264
- Role
- Chair, Board of Directors
- In role since
- February 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Chicago, IL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Hale work?
Amy Hale has been Chair, Board of Directors of Bmo Family Office, LLC since February 2025, and is a control person of the firm.
How can I verify Amy Hale’s record?
Amy Hale’s role is listed on Bmo Family Office, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110264.