Kaiser, George, Bruce

Ownership stakes

• Bok Financial Securities, Inc.
  Indirect Beneficial Owner · 50% – 75% · Dec 2024
• Bok Financial Private Wealth, Inc.
  Indirect Beneficial Owner · 75% or more · May 2024
• Cavanal Hill Investment Management, Inc.
  Owner · 50% – 75% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗