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
The Milestone Group Inc is legally known as BOK FINANCIAL PRIVATE WEALTH, INC.. It is a CO Corporation. This firm has 28 employees, of which 18 are employees in advisory roles. It serves 41 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 6, 1996.
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Our Approach Our Services About Us Insights Contact UsSearch Client Login Our Approach Our Services About Us Insights Contact Us Our Market Commentary Take a closer look at what happened in the markets in Q1. Read Now Our Fiduciary Approach At The Milestone Group, we believe in putting our clients…
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Our Approach Our Services About Us Insights Contact UsSearch Client Login Our Approach Our Services About Us Insights Contact Us Our Market Commentary Take a closer look at what happened in the markets in Q3 2019. Read More Our Fiduciary Approach At BOK Financial Private Wealth, we believe in putt…
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%