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
Jordan Press (CRD# 4782992) is an Investment Advisor Representative working at Mai Capital Management, LLC in New York, NY and has over 23 years of experience in the finance industry.
Timothy Schmoll (CRD# 7206704) is an Investment Advisor Representative working at Mai Capital Management, LLC in San Ramon, CA and has over 4 years of experience in the finance industry.
Perry Streett (CRD# 7057349) is an Investment Advisor Representative working at Mai Capital Management, LLC in Little Rock, AR and has over 3 years of experience in the finance industry.
Nicholas Tancabel (CRD# 7131112) is an Investment Advisor Representative working at Mai Capital Management, LLC in New Castle, PA and has over 4 years of experience in the finance industry.
Michael Thomas (CRD# 7467384) is an Investment Advisor Representative working at Mai Capital Management, LLC in North Canton, OH and has 1 year of experience in the finance industry.
Bruce Wiener (CRD# 2658552) is an Investment Advisor Representative working at Mai Capital Management, LLC in Bethesda, MD and has 1 year of experience in the finance industry.
John Witcher (CRD# 7819827) is an Investment Advisor Representative working at Mai Capital Management, LLC in Reston, VA and has 1 year of experience in the finance industry.
Andrew Zalic (CRD# 6201147) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Estelle Zekoff (CRD# 6554938) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.