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Heather Sack Gilroy

BMO Family Office, LLC

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About Heather Sack Gilroy

Heather Sack Gilroy is an investment advisor representative at BMO Family Office, LLC. She has been in the industry for over 20 years and has experience working at Charles Schwab & Co., Inc. and CTC Consulting, LLC. Heather currently works at BMO Family Office, LLC in Portland, OR. Her areas of expertise include asset allocation, performance measurement, non-discretionary investment advisory, and subadvisory services. Heather is also registered with the state of Oregon as an investment advisor representative.

Firm Information

Heather Gilroy is currently registered with BMO Family Office, LLC. BMO Family Office, LLC is a Chicago, IL-based registered investment advisor with approximately $8.13 billion in regulatory assets under management. The firm provides investment advisory, financial planning, and other services to high-net-worth individuals and pooled investment vehicles.
BMO Family Office, LLC

320 SOUTH CANAL STREET

CHICAGO, IL 60606

$8.13B

Assets Under Management

17

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation, performance measurement, non-discretionary investment advisory, and subadvisory services

Asset allocation, performance measurement, non-discretionary investment advisory, and subadvisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Gilroy’s Registration & Firm History

OR

01/06/2024 - Present

BMO Family Office, LLC (PORTLAND OR)

TX

08/18/2000 - 01/31/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 10/24/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Sack Gilroy.
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