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Building 2BOK FINANCIAL ASSET MANAGEMENT, INC.

Map pinHOUSTON, TX
Phone713-228-6444
NotebookSEC #801-51834
Total AUM
$1.3B
Employees
24
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1401 MCKINNEY STREET
SUITE 1000
HOUSTON
TX 77010
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
713-228-6444
Other Offices
4

ReceiptFinancials

Total AUM
$1.3B
Accounts
310
Discretionary
$98.5M
Accounts
117
Non-Discretionary
$1.2B
Accounts
193

ContactClients

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HNW Individual Clients
135
AUM
$87.3M
Pension/Profit Sharing Plan Clients
163
AUM
$1.2B
Charitable Organization Clients
12
AUM
$11.3M

Briefcase businessServices

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

Shield checkCompliance

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

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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