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Travis Loland Borton

Bmo Family Office, LLC

Chicago, IL

CRD 6093141

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Employer firm

Bmo Family Office, LLC CRD 110264

$9.99B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bmo Family Office, Llc

320 South Canal Street Floor 12, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2012-07-17
  • IL RA
    APPROVED
    Since 2012-07-17

Branch Locations

320 South Canal Street Floor 12, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harris Mycfo, Llc Palo Alto CA 05/2012 Present
Bmo Harris Bank Chicago IL 02/2011 Present
  • 05/2012 → Present
    Harris Mycfo, Llc
    Palo Alto, CA
  • 02/2011 → Present
    Bmo Harris Bank
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-22
  • S65 Uniform Investment Adviser Law Examination
    2004-11-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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