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
Benjamin Sayer (CRD# 6835734) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Bradley Smith (CRD# 4630968) is an Investment Advisor Representative working at Mai Capital Management, LLC in Reston, VA and has over 16 years of experience in the finance industry.
James Smith (CRD# 6384936) 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 Srmag (CRD# 4353204) 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.
Jeffrey Stark (CRD# 6119938) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 11 years of experience in the finance industry.
Harlan Storey (CRD# 1158093) 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.
Marc Traverso (CRD# 2735299) is an Investment Advisor Representative working at Mai Capital Management, LLC in Eagle, ID and has over 27 years of experience in the finance industry.
Steven Trax (CRD# 2665665) 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.
Mark Van Drunen (CRD# 4152120) 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.
Christopher Watson (CRD# 6209338) is an Investment Advisor Representative working at Mai Capital Management, LLC in Burlington, MA and has over 10 years of experience in the finance industry.