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).

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.
Showing 1 - 7 of 7 top financial advisors.
1
Robert L. Burnam
CRD#: 4393184
1401 Mckinny Drive Suite, Suite 1000, Houston, TX 77010

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.

2
Gregory D. Carlin
CRD#: 5884277
1600 Broadway, 4th Floor, Denver, CO 80202

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.

3
Andrew R. Hicks
CRD#: 5752462
370 17th St, Ste. 3100, Denver, CO 80202

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.

4
Eric S. Holt
CRD#: 4274535
1600 Broadway, 4th Floor, Denver, CO 80202

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.

5
Brian P. Quill
CRD#: 1882317
Denver, CO

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.

6
David C. Sego
CRD#: 4541939
5956 Sherry Lane, Suite 900, Dallas, TX 75225

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.

7
Martin H. Walsh
CRD#: 5398190
1600 Broadway, 4th Floor, Denver, CO 80202

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.

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