BOK Financial Private Wealth

Finance · Colorado, United States · 51-200 Employees

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Overview

Headquarters

1600 Broadway Fl 3, Denver, Colorado, 80...

Phone Number

(303) 539-0100

Revenue

$15.9 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About BOK Financial Private Wealth

BOK Financial Private Wealth, founded in 1993, is a financial services firm that provides wealth management and private banking solutions. The company operates as a subsidiary of BOK Financial Corporation with multiple locations across North America. BOK Financial Private Wealth offers specialized consulting and financial advisory services to clients, maintaining a focus on quality, confidentiality, and professionalism in their wealth management approach.Explore more
BOK Financial Private Wealth's Social MediaPopular SearchesBOK Financial Private Wealth IncBroadway Management IncSIC Code 62,628NAICS Code 52,523Show more

BOK Financial Private Wealth Org Chart

PhoneEmail
CD
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Vice President - Client Advisor

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Senior Vice President, Wealth Advisor

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AZ
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Manager, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BOK Financial Private Wea...

$15.9M
51-200
Private
-
1993
CD
Cameron DecellVice President - Client Advisor
$25.8M
11-50
Private
<$5M
2001
Frederick Hill, Chief Executive Officer & Managing Principal at Harbor Investment Advisory
Frederick HillCEO & Managing Principal
$6.9M
11-50
Private
<$5M
2011
DS
David SternbergCEO & Co-Founder
$5.2M
51-200
Private
-
2008
JA
Jill AguadoManaging Director, Chief of Staff
<$5M
51-200
Private
-
1928
AG
Ashley GallagherPartner, Vice President, Client Administrative Manager
<$5M
51-200
Private
-
2007
TA
Timothy AndreasManaging Director - Andreas Global Asset Management Group and Investment Officer, Rjfs
<$5M
51-200
Private
-
2016
DC
David ColleyChief Operating Officer, Crux Wealth Advisors
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BOK Financial Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BOK Financial Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BOK Financial Private Wealth.

BOK Financial Private Wealth Tech Stack

A closer look at the technologies used by BOK Financial Private Wealth

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Frequently Asked Questions Regarding BOK Financial Private Wealth

What is BOK Financial Private Wealth's official website?
BOK Financial Private Wealth's official website is www.bokfinancialprivatewealth.com
What is BOK Financial Private Wealth's Revenue?
BOK Financial Private Wealth's revenue is $15.9 Million
What is BOK Financial Private Wealth's SIC code?
BOK Financial Private Wealth's SIC: 62,628
What is BOK Financial Private Wealth's NAICS code?
BOK Financial Private Wealth's NAICS: 52,523
How many employees does BOK Financial Private Wealth have?
BOK Financial Private Wealth has 51-200 employees
What industry does BOK Financial Private Wealth belong to?
BOK Financial Private Wealth is in the industry of: Finance, Banking, Securities Trading
What is BOK Financial Private Wealth competition?
BOK Financial Private Wealth top competitors include: Vivaldi Capital Management, Evercore Wealth Management, Crux Wealth Advisors, Steward Partners Investment Solutions
What companies has BOK Financial Private Wealth acquired?
BOK Financial Private Wealth has acquired the companies: Colorado Business Bank, GTRUST Financial Partners, Valley Commerce Bank, United Bank
What technology does BOK Financial Private Wealth use?
Some of the popular technologies that BOK Financial Private Wealth uses are: Neustar Identity Data Management Platform, New Relic Browser, Connectifier, LinkedIn Ads
How do I contact BOK Financial Private Wealth?
BOK Financial Private Wealth contact info: Phone number: (303) 539-0100 Website: www.bokfinancialprivatewealth.com
What does BOK Financial Private Wealth do?

BOK Financial Private Wealth, founded in 1993, is a financial services firm that provides wealth management and private banking solutions. The company operates as a subsidiary of BOK Financial Corporation with multiple locations across North America. BOK Financial Private Wealth offers specialized consulting and financial advisory services to clien... ts, maintaining a focus on quality, confidentiality, and professionalism in their wealth management approach.Read More

What are BOK Financial Private Wealth social media links?
BOK Financial Private Wealth Linkedin page BOK Financial Private Wealth Twitter page
Is BOK Financial Private Wealth a public company?
BOK Financial Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about BOK Financial Private Wealth

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