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David Charles Sego

BOK FINANCIAL PRIVATE WEALTH, INC.·DENVER, Colorado
Unclaimed Profile
1600 BROADWAY, DENVER, CO 80202CRD# 4541939Firm CRD# 106733
01

About

David Charles Sego is a registered financial advisor based in DENVER, Colorado, affiliated with BOK FINANCIAL PRIVATE WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BOK FINANCIAL PRIVATE WEALTH, INC.
BOK FINANCIAL PRIVATE WEALTH, INC.
AUM
$2.8B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at BOK FINANCIAL PRIVATE WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4541939
Firm CRD# 106733
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Charles Sego offer?
David Charles Sego specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are David Charles Sego's credentials?
David Charles Sego is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Charles Sego located?
David Charles Sego is based in DENVER, Colorado, working with BOK FINANCIAL PRIVATE WEALTH, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does David Charles Sego charge for services?
David Charles Sego's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOK FINANCIAL PRIVATE WEALTH, INC.?
BOK FINANCIAL PRIVATE WEALTH, INC. has approximately 33 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
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Research
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