MAI CAPITAL MANAGEMENT, LLC

6050 Oak Tree Blvd
Suite 500
Cleveland, Ohio 44131
Tel: (216) 920-4800

About MAI CAPITAL MANAGEMENT, LLC

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 27 offices throughout the country.

MAI CAPITAL MANAGEMENT, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $19,711,015,200 assets under management, offering retirement planning & investment advisory services to 26826 clients. The firm is staffed with 331 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109807
SEC#	801-58104
Assets Managed by Firm	$19,711,015,200
No. of Clients	26826
No. of Advisors	331

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (PERCENTAGE OF NON-INVESTMENT INCOME)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (DUE DILIGENCE/RESEARCH)

Firm Client Information

	No. of Clients	AUM
Firm Total	26826	$19,711,015,200
Individuals (other than high net worth individuals)	4561	$1,520,019,256
High net worth individuals	3958	$16,138,914,757
Pension and profit sharing plans	37	$257,521,544
Charitable organizations	45	$206,589,627
Other investment advisers	4	$64,822,913
Corporations or other businesses	74	$332,257,641

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