Bank of Montreal is listed as Sole Owner at Stoker Ostler Wealth Advisors, Inc. in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Stoker Ostler Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Bank of Montreal work?
Bank of Montreal is listed as Sole Owner at Stoker Ostler Wealth Advisors, Inc. on SEC Form ADV.
How much of Stoker Ostler Wealth Advisors, Inc. does Bank of Montreal own?
Form ADV reports a beneficial ownership band of Over 75%.