Bok Financial Advisors

Bok Financial Advisors offers portfolio management for businesses, selection of other advisers, portfolio management for pooled investment vehicles, portfolio management for individuals and/or small businesses, financial planning services, educational seminars/workshops, other services and also performs business activities as insurance broker or agent, registered municipal advisor, broker-dealer.

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+1 (877) 781-6889

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

Commissions

Fixed fees

A percentage of assets under management

Hourly charges

Commissions

Fixed fees

A percentage of assets under management

Hourly charges

Operations

Insurance broker or agent

Registered municipal advisor

Broker-dealer

Branches

175

Employees

155

Investment Advisors

175

Employees

155

Investment Advisors

Visit Website

+1 (877) 781-6889

Claim Profile

Find locations nearby

Client Types

Individuals
Companies & Institutions
Other

97.0%

2,984

Account Overview

Assets
Accounts
Assets per Account

Let us help.

With our trusted network of advisors,
we’ll connect you with up to three
established planners in your area.

With our trusted network of advisors, we’ll connect you
with up to three established planners in your area.

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