Mai Capital Management, LLC
Mai Capital Management, LLC (CRD# 109807) is a financial advisory firm headquartered in Cleveland, OH. They manage $19,711,015,200 in 26,826 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management19,711MILLION
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Total Number of Accounts26,826ACCOUNTS
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Average Account Value$734,773
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Matthew Adams (CRD# 5598677) is an Investment Advisor Representative working at Mai Capital Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
Douglas Andrassy (CRD# 2624855) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 28 years of experience in the finance industry.
Ryan Ashley (CRD# 5779900) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 13 years of experience in the finance industry.
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.
Michael Beaulieu (CRD# 3146149) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 25 years of experience in the finance industry.
Richard Beebe (CRD# 4547996) is an Investment Advisor Representative working at Mai Capital Management, LLC in Naples, FL and has over 21 years of experience in the finance industry.
Jason Bell (CRD# 5164802) is an Investment Advisor Representative working at Mai Capital Management, LLC in New York, NY and has over 16 years of experience in the finance industry.
Michael Brennan (CRD# 5383186) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.
Don Brosz (CRD# 714001) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 43 years of experience in the finance industry.
William Bruns (CRD# 2880778) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 26 years of experience in the finance industry.