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MIAI, INC.
12222 Merit Dr
Suite 1390
Dallas, Texas 75251
Tel: 214-739-5677
About MIAI, INC.
MIAI, INC, formally registered with the SEC as MIAI, INC. The firm was established in 08/02/2002. They have over 1 offices throughout the country.
MIAI, INC. is a Dallas, Texas based Financial Planning firm with nearly $189,392,487 assets under management, offering retirement planning & investment advisory services to 258 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111695 |
| SEC# | 801-61363 |
| Assets Managed by Firm | $189,392,487 |
| No. of Clients | 258 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 258 | $189,392,487 |
| Individuals (other than high net worth individuals) | 226 | $120,192,549 |
| High net worth individuals | 29 | $61,840,343 |
| Corporations or other businesses | 3 | $7,359,595 |
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