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
Christine Pauletta (CRD# 6661495) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 7 years of experience in the finance industry.
Rafael Perez (CRD# 2826210) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.
Craig Petti (CRD# 4156393) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 20 years of experience in the finance industry.
Marla Petti (CRD# 6542984) is an Investment Advisor Representative working at Mai Capital Management, LLC in Beachwood, OH and has over 15 years of experience in the finance industry.
Jason Putman (CRD# 4208105) 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 Columbus, OH and has over 13 years of experience in the finance industry.
Mark Roberts (CRD# 1073632) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cincinnati, OH and has over 41 years of experience in the finance industry.
John Ruby (CRD# 4978055) 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.
Stephen Rudolph (CRD# 2585206) 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.
Frank Sanchez (CRD# 2633413) is an Investment Advisor Representative working at Mai Capital Management, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.