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).
Current Firm Details
Bok Financial Asset Management, Inc.
By the Numbers
-
Total Assets Under Management1,261MILLION
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Total Number of Accounts310ACCOUNTS
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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
Registered Investment Advisor
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.
No Advisor Found.
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