Bok Financial Asset Management, Inc.

Bok Financial Asset Management, Inc. (CRD# 106507) is a financial advisory firm headquartered in Houston, TX. They manage $1,303,449,476 in 537 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,303
    MILLION
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $2,427,280
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 16 top financial advisors.
1
James S. Lucas
CRD#: 2793861
5 Houston Center, 1401 Mckinney, Ste. 1000, Houston, TX 77010
96
Wealthminder
score

James Lucas (CRD# 2793861) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 10 years of experience in the finance industry. James Lucas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert Scinta
CRD#: 1178508
440 Louisiana Street, Suite 2500, Houston, TX 77002
96
Wealthminder
score

Robert Scinta (CRD# 1178508) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 33 years of experience in the finance industry.

3
Laura A. Bartlett-Armstrong
CRD#: 1299248
16767 North Perimeter Drive, Suite 200, Scottsdale, AZ 85260
93
Wealthminder
score

Laura Bartlett-Armstrong (CRD# 1299248) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Scottsdale, AZ and has over 23 years of experience in the finance industry.

4
Lindsey A. Black
CRD#: 4551667
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Lindsey Black (CRD# 4551667) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 13 years of experience in the finance industry.

5
Robert L. Burnam
CRD#: 4393184
440 Louisiana, Suite 2600, Houston, TX 77002
93
Wealthminder
score

Robert Burnam (CRD# 4393184) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 15 years of experience in the finance industry.

6
Mark E. Dickinson
CRD#: 5713593
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Mark Dickinson (CRD# 5713593) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 7 years of experience in the finance industry.

7
Christy L. Finken
CRD#: 4473368
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Christy Finken (CRD# 4473368) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 14 years of experience in the finance industry.

8
Keith E. Hawes
CRD#: 2549724
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Keith Hawes (CRD# 2549724) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 12 years of experience in the finance industry.

9
Diane L. Jenkins
CRD#: 5172161
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Diane Jenkins (CRD# 5172161) is an Investment Advisor Representative working at Bok Financial Asset Management, Inc. in Houston, TX and has over 10 years of experience in the finance industry.

10
Stephen N. Mueller
CRD#: 5123721
440 Louisiana Street, Suite 2500, Houston, TX 77002
93
Wealthminder
score

Stephen Mueller (CRD# 5123721) 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.

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