BOK FINANCIAL ADVISORS

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

About BOK FINANCIAL ADVISORS

BOK FINANCIAL ADVISORS, formally registered with the SEC as BOK FINANCIAL ADVISORS. The firm was established in 01/28/1997. They have over 110 offices throughout the country.

BOK FINANCIAL ADVISORS is a Tulsa, Oklahoma based Financial Planning firm with nearly $737,556,409 assets under management, offering retirement planning & investment advisory services to 3101 clients. The firm is staffed with 165 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	17530
SEC#	801-53600
Assets Managed by Firm	$737,556,409
No. of Clients	3101
No. of Advisors	165

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

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.)

Firm Client Information

	No. of Clients	AUM
Firm Total	3101	$737,556,409
Individuals (other than high net worth individuals)	2778	$488,970,559
High net worth individuals	253	$204,599,684
Pension and profit sharing plans	Fewer than 5 clients	$186,120
Charitable organizations	5	$4,864,939
Corporations or other businesses	27	$38,935,107

More Retirement Planning firms in Tulsa, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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