BOK Financial Private Wealth, Inc.
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 106733
- Registered since
- March 6, 1996
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.74%
- Corporations / Businesses12.34%
- Charitable Organizations4.48%
- Individuals4%
- Pension & Profit Sharing Plans0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
BOK Financial Private Wealth, Inc. is an independent registered investment adviser operating as a corporation and is SEC-registered (registration date: 1996). The firm provides wealth management and advisory services to individuals, families and institutional clients and describes itself as a capital allocator. Its advisory capabilities include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not list active ESG investing as part of its stated approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities20%
- State & Local Bonds7%
- Cash & Cash Equivalents6%
- US Government Bonds3%
Owners & executives
2 of 2
Scott Grauer
CEOCRD 1509326
Carrie Porter
Chief Operations & Administrative OfficerCRD 4970612
Contacts
3 of 31
Ryan Flippo
Vice PresidentCRD 5711110
Andrew Hicks
Senior Wealth AdvisorCRD 5752462
Gregory Carlin
Private Wealth AdvisorCRD 5884277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 186Active vs passive
$1.9B in ETFs
85%
$1.6B
14%
$282M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $349M | 508,379 | 18.23% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1600 Broadway
- Time zone
- MT (UTC-7)
- Office locations
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