BOK Financial Private Wealth is an investment advisor in Denver with $2.78 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Milestone Group, Inc.
SEC CIK
IRS number
841333402
SEC advisor number
801-51401
FINRA CRD number
106733
AUM ?
$2.82 bn
(as of 21 Mar 24)
Accounts
2,128
(as of 21 Mar 24)
Employees
33
(16 investment advisory or research)
Address
BOK Financial Private Wealth
370 SEVENTEENTH ST.
SUITE 3100
DENVER
CO 80202
370 SEVENTEENTH ST.
SUITE 3100
DENVER
CO 80202
Phone
303-539-0100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22