BOK Financial Private Wealth, Inc., headquartered in Denver, CO, is a prominent local investment advisory firm with a total of 7 offices. With over 460 individual clients, they have amassed an impressive $2,490,307,000 in assets under management. While 401K and individual accounts constitute less than 30% of their total assets under management, the company possesses the expertise to oversee employer funds. The firm's approach is primarily discretionary, as 99% of the assets they manage are under their discretion. Specializing in high net worth individuals, BOK Financial Private Wealth, Inc. has established a reputation for provid...