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Building 2BOK FINANCIAL PRIVATE WEALTH, INC.

Map pinDENVER, CO
Phone303-539-0100
NotebookSEC #801-51401
Total AUM
$3.7B
Employees
37
Clients
818

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 BROADWAY
4TH FLOOR
DENVER
CO 80202
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
303-539-0100
Other Offices
8

ReceiptFinancials

Total AUM
$3.7B
Accounts
2,402
Discretionary
$3.7B
Accounts
2,365
Non-Discretionary
$46.2M
Accounts
37

ContactClients

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Individual Clients
323
AUM
$148.7M
HNW Individual Clients
414
AUM
$2.9B
Investment Company Clients
1
AUM
$5.5M
Pension/Profit Sharing Plan Clients
5
AUM
$11.2M
Charitable Organization Clients
24
AUM
$166.7M
Corporation or Business Clients
51
AUM
$459.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ARAZCACOFLILLAMDMINCNENHNVNYOHOKSCTNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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