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, Texas, and New Mexico (although they are present in other states as well).
Most Bokf Na clients are outpatient health care practitioners and facilities, grantmaking foundations, residential intellectual and developmental disability facilities, and golf courses and country clubs with revenues ranging from $16 million to $130 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Community Healthcare of Texas (CHOT) | 501(c)(3) | Fort Worth, TX | ||
| 2 | Oklahoma City Indian Clinic (OKCIC) | 501(c)(3) | Oklahoma City, OK | ||
| 3 | Science Museum Oklahoma | 501(c)(3) | Oklahoma City, OK | ||
| 4 | The University of Tulsa | 501(c)(3) | Tulsa, OK | ||
| 5 | Tulsa Community Foundation | 501(c)(3) | Tulsa, OK | ||
| 6 | Family and Childrens Services (FCS) | 501(c)(3) | Tulsa, OK | ||
| 7 | CREOKS Mental Health Services | 501(c)(3) | Tulsa, OK | ||
| 8 | Community Action Project of Tulsa (CAP) | 501(c)(3) | Tulsa, OK | ||
| 9 | Cornerstones of Care | 501(c)(3) | Kansas City, MO | ||
| 10 | Arca | 501(c)(3) | Albuquerque, NM | ||
| ... | and 23 more Bokf Na not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Bokf Na in the nonprofit sector include Massachusetts Mutual Life Ins Company, Merrill Lynch Pierce Fenner and Smith, Trowe Price, Metlife, TD Ameritrade, Reliance Trust Company, Oneamerica Retirement Services LLC, Paychex, Inc., Minnesota Life Insurance Company, and Cambridge Investment Research Inc.
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