| Name | Title | Ownership | Since |
|---|---|---|---|
| Bok Financial Corporation Control | Direct Beneficial Owner | Over 75% | 2012 |
| Bryan Petry Control | Treasurer And Tax Officer | Under 5% | 2024 |
| Carrie Clasen Porter Control | Senior Vice President And Chief Operating Officer | Under 5% | 2024 |
Bok Financial Private Wealth, Inc. reports $3.2 billion in regulatory assets under management on its Form ADV.
Bok Financial Private Wealth, Inc. reports 33 employees.
Bok Financial Private Wealth, Inc. is based in Denver, CO and has been SEC-registered since 1996.
Bok Financial Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1600 Broadway, 4th Floor, Denver, CO 80202 |
| Phone | 303-539-0100 |
| Fax | 303-539-0101 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $3.14B |
| Non-discretionary | $44.7M |
| Total (RAUM) | $3.19B |