Miai, Inc.

Miai, Inc. (CRD# 111695) is a financial advisory firm headquartered in Dallas, TX. They manage $222,817,584 in 929 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    929
    ACCOUNTS
  • Average Account Value
    $239,847
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
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, FL, NM, OH, TX, WI, WV

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 36 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
422 W. 3rd Avenue, Corsicana, TX 75110
96
Wealthminder
score

William Robinson (CRD# 1572652) is an Investment Advisor Representative working at Miai, Inc. in Corsicana, TX and has over 29 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
Neal E. Watson
CRD#: 2762407
512 Third Street, Marietta, OH 45750
96
Wealthminder
score

Neal Watson (CRD# 2762407) is an Investment Advisor Representative working at Miai, Inc. in Marietta, OH and has over 20 years of experience in the finance industry. Neal Watson 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.

4
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 11 years of experience in the finance industry.

5
Daniel C. Dooley
CRD#: 1699483
8750 N. Central Expwy, Suite 715, Dallas, TX 75231
93
Wealthminder
score

Daniel Dooley (CRD# 1699483) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 28 years of experience in the finance industry.

6
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 16 years of experience in the finance industry.

7
Michael J. Gamez
CRD#: 4942235
8750 N. Central Expressway, Suite 715, Dallas, TX 75231
93
Wealthminder
score

Michael Gamez (CRD# 4942235) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 11 years of experience in the finance industry.

8
Donald K. Hall
CRD#: 1444931
8750 N. Central Expressway, Suite 715, Dallas, TX 75231
93
Wealthminder
score

Donald Hall (CRD# 1444931) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 30 years of experience in the finance industry.

9
Peter E. Ruth
CRD#: 5088749
8750 N. Central Expressway, Suite 715, Dallas, TX 75231
93
Wealthminder
score

Peter Ruth (CRD# 5088749) is an Investment Advisor Representative working at Miai, Inc. in Dallas, TX and has over 10 years of experience in the finance industry.

10
James A. Watson
CRD#: 1522765
512 Third Street, Marietta, OH 45750
93
Wealthminder
score

James Watson (CRD# 1522765) is an Investment Advisor Representative working at Miai, Inc. in Marietta, OH and has over 30 years of experience in the finance industry.

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