BOK FINANCIAL PRIVATE WEALTH, INC.
SEC Form ADV profile.
Total regulatory AUM
$3,721,645,853
Discretionary
$3,675,403,486
Non-discretionary
$46,242,367
Firm details
- CRD number
- 106733
- SEC file number
- 801-51401
- Main office
- DENVER, CO, United States
- Employees
- 37
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.