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).
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Total Assets Under Management2,819MILLION
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Total Number of Accounts2,128ACCOUNTS
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Average Account Value$1,324,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AR, AZ, CA, CO, FL, IL, LA, MD, MI, NC, NE, NH, NY, OH, OK, SC, TN, TX, UT, WA, WY
Robert Burnam (CRD# 4393184) is an Investment Advisor Representative working at Bok Financial Private Wealth, Inc. in Houston, TX and has over 23 years of experience in the finance industry.
Gregory Carlin (CRD# 5884277) is an Investment Advisor Representative working at Bok Financial Private Wealth, Inc. in Denver, CO and has over 5 years of experience in the finance industry.
Andrew Hicks (CRD# 5752462) is an Investment Advisor Representative working at Bok Financial Private Wealth, Inc. in Denver, CO and has over 14 years of experience in the finance industry.
Eric Holt (CRD# 4274535) is an Investment Advisor Representative working at Bok Financial Private Wealth, Inc. in Denver, CO and has over 23 years of experience in the finance industry.
Brian Quill (CRD# 1882317) is an Investment Advisor Representative working at Bok Financial Private Wealth, Inc. in Denver, CO and has over 21 years of experience in the finance industry.
David Sego (CRD# 4541939) is an Investment Advisor Representative working at Bok Financial Private Wealth, Inc. in Dallas, TX and has 1 year of experience in the finance industry.
Martin Walsh (CRD# 5398190) is an Investment Advisor Representative working at Bok Financial Private Wealth, Inc. in Denver, CO and has over 16 years of experience in the finance industry.