Mai Capital Management, LLC
Mai Capital Management, LLC (CRD# 109807) is a financial advisory firm headquartered in Cleveland, OH. They manage $7,166,355,403 in 6,864 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management7,166MILLION
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Total Number of Accounts6,864ACCOUNTS
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Average Account Value$1,044,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Douglas Andrassy (CRD# 2624855) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 24 years of experience in the finance industry. Douglas Andrassy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Ashley (CRD# 5779900) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 10 years of experience in the finance industry. Ryan Ashley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Badowski (CRD# 5914135) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Gregory Badowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Barr (CRD# 6384903) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 5 years of experience in the finance industry.
Michael Beaulieu (CRD# 3146149) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 21 years of experience in the finance industry. Michael Beaulieu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Brennan (CRD# 5383186) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 13 years of experience in the finance industry. Michael Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Bruns (CRD# 2880778) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.
William Bruns (CRD# 6400930) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 5 years of experience in the finance industry. William Bruns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Buoncore (CRD# 1652210) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.
Douglas Butler (CRD# 1263314) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 25 years of experience in the finance industry.