Miai, Inc.

Miai, Inc. (CRD# 111695) is a financial advisory firm headquartered in Dallas, TX. They manage $146,604,043 in 235 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $623,847
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
The map below shows states where this firm has explicit registration only.

CA, CO, NM, TX

Financial Advisors at Miai, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Daniel C. Dooley
CRD#: 1699483
12222 Merit Dr, Suite 1390, Dallas, TX 75251

Daniel Dooley (CRD# 1699483) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 35 years of experience in the finance industry.

2
Donald K. Hall
CRD#: 1444931
12222 Merit Dr, Suite 1390, Dallas, TX 75251

Donald Hall (CRD# 1444931) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 38 years of experience in the finance industry.

3
Charles H. Rahm
CRD#: 2204993
12222 Merit Dr, Suite 1390, Dallas, TX 75251

Charles Rahm (CRD# 2204993) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.

4
Cynthia E. Besek
CRD#: 1669039
12222 Merit Dr, Suite 1390, Dallas, TX 75251

Cynthia Besek (CRD# 1669039) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 23 years of experience in the finance industry.

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