BOK Financial Corp. (BOKF: Quote) announced that it has acquired The Milestone Group, Inc., a Denver-based Registered Investment Adviser. Terms of the transaction were not announced.
Founded in 1996, The Milestone Group provides wealth management services to approximately 250 high net worth clients located primarily in Colorado and Nebraska. The employee-owned firm manages $1.3 billion in equity and fixed income investments and was recently identified among the top two percent of high net worth advisors in the country by Investment News, the news and analysis resource to the financial adviser community.
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by RTT Staff Writer
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