Bok Financial Private Wealth, Inc.

Bok Financial Private Wealth, Inc. (CRD# 106733) is a financial advisory firm headquartered in Denver, CO. They manage $2,818,673,188 in 2,128 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
1600 Broadway, 4th Floor, Denver, CO 80202
http://www.bokfinancialprivatewealth.com
By the Numbers
  • Total Assets Under Management
    2,819
    MILLION
  • Total Number of Accounts
    2,128
    ACCOUNTS
  • Average Account Value
    $1,324,564
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, IL, LA, MD, MI, NC, NE, NH, NY, OH, OK, SC, TN, TX, UT, WA, WY

Financial Advisors at Bok Financial Private Wealth, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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