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Travis Loland Borton

BMO Family Office, LLC

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About Travis Loland Borton

Travis Loland Borton is an investment advisor representative at BMO Family Office, LLC, based in Chicago, Illinois. Travis has been in the industry since February 2011 and holds a Series 65 license, obtained in November 2004. Travis is also a Certified Financial Planner. BMO Family Office, LLC offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Travis is known for specializing in asset allocation, performance measurement, non-discretionary investment advisory, and subadvisory services.

Firm Information

Travis Borton 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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Travis Borton’s Registration & Firm History

IL

07/17/2012 - Present

BMO Family Office, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 11/22/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Loland Borton.
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