BOK Financial Private Wealth, Inc.

RIASEC RegisteredEst. 1996

Total AUM

$3.7B

Discretionary

$3.7B

99% of AUM

Avg account

$1.5M

Accounts

2,402

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 106733
Registered since: March 6, 1996
Website: www.bokfinancialprivatewealth.com
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

FINTRX

Overview

BOK Financial Private Wealth, Inc. is an independent, SEC-registered wealth advisory corporation that provides financial planning and discretionary portfolio management for individuals, families and institutions. The firm acts as a capital allocator and also selects third‑party managers on clients’ behalf. Its advisory services cover financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus manager selection. Fee arrangements include percentage of AUM, hourly charges and fixed fees. The firm is affiliated with a broader set of financial businesses (broker‑dealer, banking and trust entities, insurance company relationships and sponsorship roles for pooled vehicles).