BOK Financial acquires The Milestone Group BOK Financial Corporation announced it has acquired The Milestone Group, The employee-owned firm manages $1.3B 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, a leading news and analysis resource to the financial adviser community.
News For BOKF From The Last 14 Days
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BOK Financial agrees to acquire MBM Advisors BOK Financial announced that it has entered into an agreement to acquire MBM Advisors, a Houston-based independent, full service retirement and pension plan investment firm and SEC registered investment adviser. The acquisition will increase BOK Financialís retirement and individual assets under management by $1.25B . Terms of the transaction were not disclosed.