Josh David Lozow

Bok Financial Private Wealth, INC.

21 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Bok Financial Private Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

733 clients

Average Client Portfolio

$4.3M average

Assets Under Management

$3.2B

Fee Structure

Minimum Investment:$2.5M

Financial Planning:Included in AUM fee

Location

1600 Broadway, 4th Floor, Denver, CO, 80202

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Bok Financial Private Wealth, INC.

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Mercer Global Advisors INC.

March 2023 - June 2023 · 3 mos

Buckingham Strategic Wealth, LLC

July 2019 - August 2022 · 3 yrs 1 mo

Cam Investor Solutions

August 2017 - June 2019 · 1 yr 10 mos

Ghp Investment Advisors INC

October 2016 - December 2016 · 2 mos

Transitions Wealth Management, LLC

September 2002 - February 2020 · 17 yrs 5 mos

State Registrations3 states

COOKTX

Advisor

Exams

No exam information available for this advisor.