Assets Under Management
$3.2B
Number of Clients
733
Number of Advisors
25
Average Client AUM
$4.3M
AUM per Advisor
$127.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
BOK Financial Private Wealth offers investment management and supervisory services, and makes available financial planning services through its affiliate BOKF, NA. The firm manages accounts primarily on a discretionary basis, considering each client’s unique financial objectives and circumstances. They recommend a minimum of $2.5 million in liquid assets to start or maintain an account.
1600 Broadway, 4th Floor, Denver, CO, 80202