BOK FINANCIAL ASSET MANAGEMENT, INC.

HOUSTON, Texas·5 registered advisors·CRD# 106507

SEC# 801-518344713-228-6444

01

Firm Overview

AUM

$1.3B

Regulatory assets under management

Employees

24

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BOK FINANCIAL ASSET MANAGEMENT, INC.

5 registered advisors

Brian Philip Quill

Diane Lacamp Jenkins

Donald Robert Black

Kenneth William Etheredge

Robert Logan Burnam

05

Office Locations

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Data sourced from SEC Form ADV filings. BOK FINANCIAL ASSET MANAGEMENT, INC. (CRD# 106507) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.