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BOK FINANCIAL ADVISORS
BOK FINANCIAL SECURITIES, INC.
CRD 17530 · SEC 801-53600
ONE WILLIAMS CENTER, PLAZA SOUTHEAST, TULSA, OK, 74102, United States
Phone
877-781-6889
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$519.9M
Team
165 total employees; 142 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminarsFURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2914 | $587.8M |
| High net worth individuals | 349 | $420.5M |
| Charitable organizations | 5 | $5.3M |
| Corporations/business entities | 29 | $44.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD