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DS
CFP · PFS
DS
CFP · PFS

David Charles Sego

Bok Financial Private Wealth, INC.
25 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Bok Financial Private Wealth, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
733 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Included in AUM fee

Location

5956 Sherry Lane, Suite 900, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bok Financial Private Wealth, INC.
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Weaver Tidwell Capital, LLCBroker
April 2008 - September 2016 · 8 yrs 5 mos
Weaver Wealth Management
October 2000 - November 2016 · 16 yrs 1 mo
State Registrations3 states
COOKTX
Advisor
Exams
No exam information available for this advisor.