Miai, Inc.

Miai, Inc. (CRD# 111695) is a financial advisory firm headquartered in Dallas, TX. They manage $271,873,711 in 628 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    628
    ACCOUNTS
  • Average Account Value
    $432,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, NM, TX

Financial Advisors at Miai, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Lucinda V. Fairfield
CRD#: 865261
6757 Academy Road Ne, Suite D, Albuquerque, NM 87109
96
Wealthminder
score

Lucinda Fairfield (CRD# 865261) is an Investment Advisor Representative working at Miai, Inc. in Albuquerque, NM and has over 37 years of experience in the finance industry. Lucinda Fairfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William B. Robinson
CRD#: 1572652
12222 Merit Dr, Suite 1390, Dallas, TX 75251
96
Wealthminder
score

William Robinson (CRD# 1572652) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 30 years of experience in the finance industry. William Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andurea D. Alexander
CRD#: 4322618
8750 N. Central Expressway, Suite 715, Dallas, TX 75231
93
Wealthminder
score

Andurea Alexander (CRD# 4322618) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 13 years of experience in the finance industry.

4
Daniel C. Dooley
CRD#: 1699483
12222 Merit Dr, Suite 1390, Dallas, TX 75251
93
Wealthminder
score

Daniel Dooley (CRD# 1699483) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 29 years of experience in the finance industry.

5
Thomas R. Fairfield
CRD#: 4142529
6757 Academy Road Ne, Suite D, Albuquerque, NM 87109
93
Wealthminder
score

Thomas Fairfield (CRD# 4142529) is an Investment Advisor Representative working at Miai, Inc. in Albuquerque, NM and has over 17 years of experience in the finance industry.

6
John W. Goodwin
CRD#: 871469
7801 Academy Blvd, N E, Building 1, Suite 206, Albuquerque, NM 87109
93
Wealthminder
score

John Goodwin (CRD# 871469) is an Investment Advisor Representative working at Miai, Inc. in Albuquerque, NM and has over 38 years of experience in the finance industry.

7
Donald K. Hall
CRD#: 1444931
12222 Merit Dr, Suite 1390, Dallas, TX 75251
93
Wealthminder
score

Donald Hall (CRD# 1444931) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.

8
Charles H. Rahm
CRD#: 2204993
12222 Merit Dr, Suite 1390, Dallas, TX 75251
93
Wealthminder
score

Charles Rahm (CRD# 2204993) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 26 years of experience in the finance industry.

9
Scott D. Schroeder
CRD#: 5757478
7801 Academy Blvd N E, Building 1, Suite 206, Albuquerque, NM 87109
93
Wealthminder
score

Scott Schroeder (CRD# 5757478) is an Investment Advisor Representative working at Miai, Inc. in Albuquerque, NM and has over 7 years of experience in the finance industry.

10
Justin D. Webb
CRD#: 6576224
12222 Merit Dr, Suite 1390, Dallas, TX 75251
88
Wealthminder
score

Justin Webb (CRD# 6576224) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 2 years of experience in the finance industry.

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