Company Information

Get to know cobiz wealth, a part of cobiz private client advisors

Originally known as CoBiz Wealth, the firm was part of CoBiz Financial, a diversified financial services company. In 2018, CoBiz Financial was acquired by BOK Financial Corporation. Consequently, CoBiz Wealth was integrated into and rebranded as BOK Financial Private Wealth, Inc., though it continues to use the "CoBiz Private Client Advisors" name in certain markets. The firm operates as a registered investment adviser, offering a suite of services including investment management, financial and estate planning, trust services, and private banking tailored to affluent clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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cobiz wealth, a part of cobiz private client advisors

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.