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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 15, 2019
    • $968.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $881.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

2

name start date
Daniel E Owens
October 2013
Christopher Cline Freimuth
June 2003

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bank of Oklahoma, Bank of Texas, Colorado State Bank and Trust, Missouri Bank and Trust, Bank of Ar, Bank of Albq, Bank of Az -- --
    Bok Financial Advisors Dual Registrant $754,026,663
    Bok Financial Asset Management, Inc. IAR $1,319,776,796
    Bosc Agency, Inc. -- --
    Cavanal Hill Distributors, Inc, Broker-Dealer --
    Cavanal Hill Investment Management, Inc. IAR $7,441,171,124
    Cobiz Insurance -- --
    Colorado Business Bank, Arizona Business Bank, Cobiz Private Bank, Cobiz Retirement Advisory Services -- --
    Stepstone Group Lp IAR $31,966,231,301
    The Milestone Group, Inc. IAR $2,709,441,485

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Christopher Cline Freimuth Managing Director October, 2018 less than 5%
      Mark Stephen Marrone Chief Compliance Officer October, 2018 less than 5%
      Scott Bradley Grauer Chairman Of The Board October, 2018 less than 5%
      Gregory Ayres Wheeler Chief Executive Officer October, 2018 less than 5%
      Mindy Margaret Mahaney Chief Operating Officer October, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees