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
Austin Barr (CRD# 7711452) is an Investment Advisor Representative working at Mai Capital Management, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Brandon Bleile (CRD# 6911393) 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.
Andrew Bruns (CRD# 5433420) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
Jacob Burnett (CRD# 7307163) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 3 years of experience in the finance industry.
Buoncore Christopher (CRD# 7304114) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 3 years of experience in the finance industry.
Sheena Dee Pauley (CRD# 2947124) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 26 years of experience in the finance industry.
Timothy Dempsey (CRD# 6662465) 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.
Gorge Estevez (CRD# 6102809) is an Investment Advisor Representative working at Mai Capital Management, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
James Glending (CRD# 6579723) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Charles Grimm (CRD# 4400298) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 22 years of experience in the finance industry.