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
Lynne Lawrence (CRD# 2895888) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 6 years of experience in the finance industry.
Roberta Lemmo (CRD# 4374756) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Jay Levin (CRD# 1323546) is an Investment Advisor Representative working at Mai Capital Management, LLC in Rockville, MD and has over 39 years of experience in the finance industry.
Lance Lipset (CRD# 4206300) is an Investment Advisor Representative working at Mai Capital Management, LLC in Basking Ridge, NJ and has over 23 years of experience in the finance industry.
Albert Macdonald (CRD# 4049093) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 24 years of experience in the finance industry.
Stanley Majkrzak (CRD# 3163357) 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.
Joan Malloy (CRD# 1988029) is an Investment Advisor Representative working at Mai Capital Management, LLC in Saint Louis, MO and has over 26 years of experience in the finance industry.
Andrew Marusic (CRD# 5554644) 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.
Nicholas McCreary (CRD# 6200571) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.