The Milestone Group Inc
Legal Name: BOK FINANCIAL PRIVATE WEALTH, INC.
Full Contact Details
The Milestone Group Inc
370 17TH STREET, SUITE 3100, DENVER, CO
303-539-0100
303-539-0101
Other Info
BOK Financial Private Wealth, Inc., formerly known as The Milestone Group Inc, is a Colorado-based CO corporation with 28 employees, 18 of which are in advisory roles. The firm has a current SEC approval status and has been registered since March 6, 1996, serving 41 clients.
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Direct Owners
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BOK FINANCIAL CORPORATION
DIRECT BENEFICIAL OWNER owns 75% or more
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DAVID CHARLES SEGO
MANAGING DIRECTOR owns less than 5%
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GREGORY AYRES WHEELER
CHIEF EXECUTIVE OFFICER owns less than 5%
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MARK STEPHEN MARRONE
CHIEF COMPLIANCE OFFICER owns less than 5%
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MINDY MARGARET MAHANEY
DIRECTOR owns less than 5%
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SCOTT BRADLEY GRAUER
CHAIRMAN owns less than 5%
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CHRISTOPHER CLINE FREIMUTH
MANAGING DIRECTOR owns less than 5%
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CLINT SCOTT DISHMAN
MANAGER, STRATEGIC INVESTMENT ADVISORS owns less than 5%
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ERIC SCOTT HOLT
MANAGING DIRECTOR owns less than 5%
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KIMBERLY A BRIDGES
DIRECTOR OF FINANCIAL PLANNING owns less than 5%
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SHELLY ANN CLEVELAND
TAX OFFICER, TREASURER owns less than 5%
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STEPHEN MICHAEL WYETT
MANAGING DIRECTOR, INVESTMENTS owns less than 5%
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STEVEN E. NELL
CHIEF FINANCIAL OFFICER owns less than 5%
Indirect Owners
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GEORGE BRUCE KAISER
INDIRECT BENEFICIAL OWNER owns more than 50% but less than 75%