Eric Scott Holt

CFA

Bok Financial Private Wealth, INC.

13 Years of Experience

View SEC Summary

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.

October 2018 - Present · 7 yrs 4 mos

Previous Registrations

7258 Wealth Management, INC.

June 2018 - December 2018 · 6 mos

Srs Capital Advisors, INC.

April 2015 - June 2018 · 3 yrs 2 mos

Alliancebernstein L.P.

March 2005 - November 2007 · 2 yrs 8 mos

Carnick & Company, Incorporated

February 2003 - July 2003 · 5 mos

State Registrations6 states

AZCACONEOKTX

Advisor

Exams

No exam information available for this advisor.