Cause IQ vendor profile

Bokf Na


Bokf Na is a firm that provides investment management, fiduciary trustee, commercial bank, administrative support, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Oklahoma (although they are present in other states as well).

Most Bokf Na clients are outpatient health care practitioners and facilities, grantmaking foundations, and golf courses and country clubs with revenues ranging from $20 million to $105 million.

Primary location:
Tulsa, OK
Clients in:
OK
Identified clients:
30
Avg client size:
$43 mil revenue
Median client size:
$25 mil revenue

Bokf Na client list

  Name Type Location
1 Oklahoma City Indian Clinic (OKCIC) 501(c)(3) Oklahoma City, OK
2 Science Museum Oklahoma 501(c)(3) Oklahoma City, OK
3 Tulsa Community Foundation 501(c)(3) Tulsa, OK
4 Family and Childrens Services (FCS) 501(c)(3) Tulsa, OK
5 CREOKS Mental Health Services 501(c)(3) Tulsa, OK
6 John Brown University (JBU) 501(c)(3) Siloam Springs, AR
7 Community Action Project of Tulsa (CAP) 501(c)(3) Tulsa, OK
8 Cornerstones of Care 501(c)(3) Kansas City, MO
9 ChildCareGroup 501(c)(3) Dallas, TX
10 Indian Health Care Resource Center (IHCRC) 501(c)(3) Tulsa, OK
... and 20 more Bokf Na not-for-profit tax-exempt clients identified by Cause IQ

Bokf Na competitors

Competitors to Bokf Na in the nonprofit sector include Capital Research and Management Company, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Cambridge Investment Research Inc, Trowe Price, TD Ameritrade, Massachusetts Mutual Life Ins Company, Reliance Trust Company, Metlife, and Merrill Lynch Pierce Fenner and Smith.

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