Mai Capital Management, LLC
Mai Capital Management, LLC (CRD# 109807) is a financial advisory firm headquartered in Cleveland, OH. They manage $3,819,607,888 in 3,150 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management3,820MILLION
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Total Number of Accounts3,150ACCOUNTS
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Average Account Value$1,212,574
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, ME, MI, MO, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WV
Michael Beaulieu (CRD# 3146149) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 18 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.
Douglas Butler (CRD# 1263314) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.
William Collins (CRD# 2138910) is an Investment Advisor Representative working at Mai Capital Management, LLC in Burlington, MA and has over 25 years of experience in the finance industry. William Collins 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.
John Hudson (CRD# 2166794) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 8 years of experience in the finance industry. John Hudson 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.
Jason Putman (CRD# 4208105) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 16 years of experience in the finance industry.
John Zaller (CRD# 5411819) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 9 years of experience in the finance industry.
Richard Buoncore (CRD# 1652210) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.
Riley Rindo (CRD# 5848271) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 6 years of experience in the finance industry.
Scott Roulston (CRD# 1821030) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.
Thomas Schrock (CRD# 2799242) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 18 years of experience in the finance industry.