BOK FINANCIAL ADVISORS - Financial Advisor in Oklahoma, Tulsa

Tel: 877-781-6889 One Williams Center Plaza Southeast Tulsa, Oklahoma 74102

About BOK FINANCIAL ADVISORS

BOK FINANCIAL ADVISORS is a Tulsa, Oklahoma based financial advisory firm with nearly $737,556,409 in assets under management and provides investment advisory services for 3101 clients. There are currently 165 financial advisors at the firm.

General Information

Firm CRD#:

17530

Firm SEC#:

801-53600

Assets Under Management:

$737,556,409

No. of Clients:

3101

No. of Advisors:

165

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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801-14050

6518

$5,501,719,930

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498

$862,109,541

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