6050 Oak Tree Blvd
Suite 500
Cleveland, Ohio 44131
Tel: (216) 920-4800
MAI CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MAI CAPITAL MANAGEMENT, LLC. The firm was established in 10/02/2000. They have over 24 offices throughout the country.
MAI CAPITAL MANAGEMENT, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $15,773,426,777 assets under management, offering retirement planning & investment advisory services to 23704 clients. The firm is staffed with 331 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109807 |
SEC# | 801-58104 |
Assets Managed by Firm | $15,773,426,777 |
No. of Clients | 23704 |
No. of Advisors | 331 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 23704 | $15,773,426,777 |
Individuals (other than high net worth individuals) | 4006 | $1,483,060,339 |
High net worth individuals | 3243 | $12,656,910,512 |
Pension and profit sharing plans | 47 | $89,365,401 |
Charitable organizations | 45 | $192,288,437 |
Other investment advisers | 5 | $63,750,170 |
Corporations or other businesses | 95 | $337,820,545 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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