BOK FINANCIAL PRIVATE WEALTH, INC.

RIASEC RegisteredEst. 1996

Total AUM

$3.7B

Discretionary

$3.7B

99% of AUM

Avg account

$1.5M

Accounts

2,402

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 106733
Registered since: March 6, 1996
Website: www.bokfinancialprivatewealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.74%
Corporations / Businesses12.34%
Charitable Organizations4.48%
Individuals4%
Pension & Profit Sharing Plans0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

BOK Financial Private Wealth, Inc. is an SEC‑registered independent registered investment adviser organized as a corporation and operating since 1996. The firm serves individual, family and institutional clients and functions as a capital allocator—providing discretionary portfolio management, financial planning, and manager selection services. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. The firm is not identified as an active ESG investor; its advisory scope includes both individual/small business mandates and portfolio management for larger business or institutional clients. Industry affiliations reported include broker‑dealer, trust company, banking/thrift, registered municipal advisor, insurance company and roles as sponsor or manager of pooled vehicles.