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BOK FINANCIAL ADVISORS
TULSA, OK
877-781-6889
SEC #801-53600Total AUM
$1.1B
Employees
165Clients
3,340Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE WILLIAMS CENTER
PLAZA SOUTHEAST
TULSA
OK 74102
United States
PLAZA SOUTHEAST
TULSA
OK 74102
United States
Operating Hours
8:30 AM - 5:00 PM (CST)
Monday - Friday
Monday - Friday
Phone
877-781-6889
Other Offices
114
Financials
Total AUM
$1.1B
Accounts
3,330Discretionary
$519.9M
Accounts
2,596Non-Discretionary
$538.1M
Accounts
734
Clients
Individual Clients
2,914AUM
$587.8M
HNW Individual Clients
349AUM
$420.5M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
5AUM
$5.3M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
29AUM
$44.4M
Other Clients
37AUM
$5.5K
Description of Other Clients
FIRM ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.