Bok Financial Asset Management, Inc.

Bok Financial Asset Management, Inc. (CRD# 106507) is a financial advisory firm headquartered in Houston, TX. They manage $1,260,816,671 in 310 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,261
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $4,067,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Bok Financial Asset Management, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Jason R. Alexander
CRD#: 4831250
1401 Mckinney Street, Suite 1000, Houston, TX 77010

Jason Alexander (CRD# 4831250) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 4 years of experience in the finance industry.

2
Laura A. Bartlett-Armstrong
CRD#: 1299248
16767 North Perimeter Drive, Suite 200, Scottsdale, AZ 85260

Laura Bartlett-Armstrong (CRD# 1299248) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Scottsdale, AZ and has over 28 years of experience in the finance industry.

3
Robert L. Burnam
CRD#: 4393184
1401 Mckinney Drive, Suite 1000, Houston, TX 77010

Robert Burnam (CRD# 4393184) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 20 years of experience in the finance industry.

4
Glendell K. Burnham
CRD#: 2294310
1401 Mckinney, Suite 1000, Houston, TX 77010

Glendell Burnham (CRD# 2294310) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 8 years of experience in the finance industry.

5
Kenneth W. Etheredge
CRD#: 2419335
One Williams Center, 10th Floor, Tulsa, OK 74101

Kenneth Etheredge (CRD# 2419335) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Tulsa, OK and has over 18 years of experience in the finance industry.

6
Ellen K. Fleming
CRD#: 6380145
499 W. Sheridan Avenue, Suite 2600, Oklahoma City, OK 73102

Ellen Fleming (CRD# 6380145) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Oklahoma City, OK and has over 7 years of experience in the finance industry.

7
Raymond T. Fontenote
CRD#: 2346304
440 Louisiana Street, Suite 2500, Houston, TX 77002

Raymond Fontenote (CRD# 2346304) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 28 years of experience in the finance industry.

8
Keith E. Hawes
CRD#: 2549724
1401 Mckinney Street, Suite 1000, Houston, TX 77010

Keith Hawes (CRD# 2549724) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

9
Anthony P. Phillips
CRD#: 1968555
One Williams Center, 10th Floord, Tulsa, OK 74172

Anthony Phillips (CRD# 1968555) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Tulsa, OK and has over 18 years of experience in the finance industry.

10
Paul B. Pustmueller
CRD#: 5166411
499 W Sheridan Avenue, Suite 2600, Oklahoma City, OK 73124

Paul Pustmueller (CRD# 5166411) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Oklahoma City, OK and has over 15 years of experience in the finance industry.

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