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BOK FINANCIAL PRIVATE WEALTH, INC.
BOK FINANCIAL PRIVATE WEALTH, INC.
DENVER, Colorado
·
13 registered advisors
·
CRD# 106733
SEC# 801-51401
7
303-539-0100
01
Firm Overview
AUM
$2.8B
Regulatory assets under management
Employees
33
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 PRIVATE WEALTH, INC.
13 registered advisors
Andy Leroy Beasley
DENVER, Colorado
CRD# 2961298
Clint Scott Dishman
DENVER, Colorado
CRD# 3197465
David Charles Sego
DENVER, Colorado
CRD# 4541939
Doug Scott Morris
DENVER, Colorado
CRD# 4627880
Eric Scott Holt
DENVER, Colorado
CRD# 4274535
Gregory Ayres Wheeler
DENVER, Colorado
CRD# 4357940
Kimberly A Bridges
DENVER, Colorado
CRD# 5546574
Mark Stephen Marrone
DENVER, Colorado
CRD# 1987907
Richard Edward Watson
DENVER, Colorado
CRD# 1078648
Robert Tully Adams
DENVER, Colorado
CRD# 4360216
Shelly Ann Cleveland
DENVER, Colorado
CRD# 7147130
Stephen Michael Wyett
DENVER, Colorado
CRD# 2106985
Steven E. Nell
DENVER, Colorado
CRD# 6333385
05
Office Locations
DENVER, Colorado
13 advisors
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Data sourced from SEC Form ADV filings. BOK FINANCIAL PRIVATE WEALTH, INC. (CRD# 106733) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.