David
Sego
Bok Financial Private Wealth, Inc
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About this Advisor
David Sego is a financial advisor based in Dallas, Texas, working with Bok Financial Private Wealth, Inc. David has previously held positions at Weaver Tidwell Capital, LLC, Weaver And Tidwell Financial Advisors, LTD, Weaver And Tidwell, L.L.P, and The Milestone Group, Inc. David is registered to provide services in Colorado, Oklahoma, and Texas. Currently, David is part of Bok Financial Private Wealth, Inc, which operates out of Dallas, Texas. The firm has 7 offices and 33 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Bok Financial Private Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bok Financial Private Wealth, Inc Brokerage Details
$2,818,673,188
33
2,128
$1,324,564
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Sego Work History
The Milestone Group, Inc
Weaver And Tidwell Financial Advisors, LTD
Weaver Tidwell Capital, LLC
Weaver And Tidwell, L.L.P
Disclosures
Please visit the SEC profile of David Sego to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bok Financial Private Wealth, Inc
Denver, CO
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Austin, TX
Denver, CO
Denver, CO
Houston, TX
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