The Milestone Group Inc

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.

• BOK FINANCIAL CORPORATION

  DIRECT BENEFICIAL OWNER owns 75% or more

• DAVID CHARLES SEGO

  MANAGING DIRECTOR owns less than 5%

• GREGORY AYRES WHEELER

  CHIEF EXECUTIVE OFFICER owns less than 5%

• MARK STEPHEN MARRONE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MINDY MARGARET MAHANEY

  DIRECTOR owns less than 5%

• SCOTT BRADLEY GRAUER

  CHAIRMAN owns less than 5%

• CHRISTOPHER CLINE FREIMUTH

  MANAGING DIRECTOR owns less than 5%

• CLINT SCOTT DISHMAN

  MANAGER, STRATEGIC INVESTMENT ADVISORS owns less than 5%

• ERIC SCOTT HOLT

  MANAGING DIRECTOR owns less than 5%

• KIMBERLY A BRIDGES

  DIRECTOR OF FINANCIAL PLANNING owns less than 5%

• SHELLY ANN CLEVELAND

  TAX OFFICER, TREASURER owns less than 5%

• STEPHEN MICHAEL WYETT

  MANAGING DIRECTOR, INVESTMENTS owns less than 5%

• STEVEN E. NELL

  CHIEF FINANCIAL OFFICER owns less than 5%

• GEORGE BRUCE KAISER

  INDIRECT BENEFICIAL OWNER owns more than 50% but less than 75%

• Monticello Associates Inc
• JCR Capital Investment Corporation
• Smith Capital Investors LLC
• MZ KARK & Associates Inc
• Wealth Management Consultants Colorado LLC
• HELM Investment Management LLC
• Cobiz Wealth LLC
• 325 Fillmore LLC
• Northwood Investors LLC
• Capitol Peak Partners Inc

• Breaking Down BOK Financial Private Wealth's Q4 2022 vs. Q1 2023 Holdings