MAI CAPITAL MANAGEMENT

mai-capital-management-logo

MAI Capital Management's mission is to be the most trusted provider of sound, objective goals-based advice in all aspects of their clients' lives. MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services. Their recommendations are objective and centered on assisting you achieve your goals. MAI’s investment, planning and tax professionals will collaborate with you to develop, implement and monitor a financial plan tailored to meet your unique and individual needs.

#SimilarOrganizations #People #Financial #Website #More

MAI CAPITAL MANAGEMENT

Social Links:

Industry:
Consulting Financial Services

Founded:
1973-01-01

Address:
Cleveland, Ohio, United States

Country:
United States

Website Url:
http://www.mai.capital

Total Employee:
101+

Status:
Active

Contact:
(216)920-4800

Total Funding:
0

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager Content Delivery Network Domain Not Resolving IPv6 JsDelivr


Similar Organizations

ims-capital-management-logo

IMS Capital Management

IMS Capital Management is a wealth management firm that provides financial services.

mr-capital-management-logo

M&R Capital Management

M&R Capital Management is a wealth management firm providing solutions to individuals, endowments, family offices, and all clients.

the-glenmede-trust-company-na-logo

The Glenmede Trust Company, NA

Glenmede is an independent investment and wealth management firm founded in 1956 by the Pew family.

Current Employees Featured

patrick-gingras_image

Patrick Gingras
Patrick Gingras Senior Managing Director and Regional President @ MAI Capital Management
Senior Managing Director and Regional President
2022-01-01

john-zaller_image

John Zaller
John Zaller Chief Investment Officer @ MAI Capital Management
Chief Investment Officer
2007-06-01

holly-cavalier_image

Holly Cavalier
Holly Cavalier Chief Compliance Officer @ MAI Capital Management
Chief Compliance Officer
2019-12-01

Acquisitions List

Date Company Article Price
2022-08-09 Pareto Wealth Management Pareto Wealth Management acquired by MAI Capital Management N/A
2022-06-24 Winfield Associates Winfield Associates acquired by MAI Capital Management N/A
2022-01-03 Monarch Business & Wealth Management Monarch Business & Wealth Management acquired by MAI Capital Management N/A
2022-01-03 Regal Wealth Management Regal Wealth Management acquired by MAI Capital Management N/A
2021-12-20 Investment Planning Associates Investment Planning Associates acquired by MAI Capital Management N/A
2021-12-13 Queens Oak Advisors Queens Oak Advisors acquired by MAI Capital Management N/A
2021-12-06 Hochman Cole Investment Advisors Hochman Cole Investment Advisors acquired by MAI Capital Management N/A
2021-09-20 Geier Asset Management Geier Asset Management acquired by MAI Capital Management N/A
2021-05-03 MWM Investment Consulting MWM Investment Consulting acquired by MAI Capital Management N/A
2020-05-18 Grisanti Capital Management Grisanti Capital Management acquired by MAI Capital Management N/A

Investors List

wealth-partners-capital-group_image

Wealth Partners Capital Group

Wealth Partners Capital Group investment in Venture Round - MAI Capital Management

Investments List

Date Company Article Money raised
2018-07-25 Applied Data Finance MAI Capital Management investment in Venture Round - Applied Data Finance 145 M USD

Official Site Inspections

http://www.mai.capital

  • Host name: 35.92.212.35.bc.googleusercontent.com
  • IP address: 35.212.92.35
  • Location: United States
  • Latitude: 38.6583
  • Longitude: -77.2481
  • Timezone: America/New_York

Loading ...

More informations about "MAI Capital Management"

Resources - MAI Capital Management

May 7, 2025 View the latest financial resources published by MAI Capital Management, including insights, news, awards, rankings, and more. Skip to content. MAI Sports; MAI Invest; MAI Retirement; Careers; Locations; ... MAI …See details»

MAI Announces Leadership Changes to Reflect Growth …

CLEVELAND, OH – August 28, 2024 – MAI Capital Management, LLC (“MAI”) today announced a strategic realignment of the organization’s leadership team as part of the firm’s continued commitment to driving growth and making a …See details»

maicapital.com Reviews: Is this site a scam or legit?

Organization Mai Capital . Owner Brian Cai . Address Level 18, 303 Collins Street . State VIC . Country AU . E-mail [email protected] Telephone +61.362815600 ...See details»

MAI Capital Management Announces Leadership …

CLEVELAND, August 28, 2024--MAI Capital Management, LLC ("MAI") today announced a strategic realignment of the organization’s leadership team as part of the firm’s continued commitment to ...See details»

MAI Capital Management - LinkedIn

MAI Capital Management, LLC, is an investment adviser registered with the Securities and Exchange Commission. Photo credit: The Sergio & Angela Garcia Foundation and FORE …See details»

Our Philosophy - MAI Capital

Our investment approach is rooted in the philosophy that success is sustainable and measured over years, not quarters. We believe the best way to deliver strong returns is to invest with a long …See details»

Our Story - MAI Capital

Driven by a solid foundation rooted in its long-term global business experience, MAI Capital was then founded in 2015. As a boutique fund management firm, MAI Capital offers tailored …See details»

MAI Capital Management Review 2025 - AdvisorSearch.org

Feb 18, 2025 MAI Capital Management, registered in 2000, serves 52 state(s) with a licensed staff of 203 advisors. MAI Capital Management manages $29.6 billion and provides …See details»

Leadership Updates at MAI Capital Management Strengthen Growth

Sep 23, 2024 About MAI Capital Management. Founded in 1973, MAI Capital Management is devoted to simplifying, protecting, and growing the wealth of its clients through customized …See details»

MAI Capital Management acquires $562M firm in New Jersey

Mar 5, 2024 MAI Capital Management has made its fourth acquisition of 2024 so far and its 36 th since 2018, ... “As LWS continues to grow, our decision to join MAI – an organization that …See details»

MAI Capital

MAI Capital. dynamic fund management powerhouse based in Australia. 15 Years. 0. Of Australian Property Investment Experience. $298M. Current Fund Under Management. 20+% …See details»

Advisors - MAI Capital Management

MAI Capital Recognized Among Top 20 on Barron’s Top 100 RIA Firms Ranking. MAI Capital Management has been recognized on the esteemed Barron’s Top 100 RIA firms list for 2024, …See details»

Mai Capital Management – Fund and Executive Details - Private …

Mai Capital Management is a hedge fund company based in Cleveland, OH. They operate 5 private funds and have approximately $3.91 billion in total assets under management (AUM). …See details»

MAI Capital Management - Crunchbase Company Profile & Funding

MAI Capital Management closed its last funding round on Jul 10, 2017 from a Venture - Series Unknown round. Who are MAI Capital Management 's competitors? Alternatives and possible …See details»

MAI Capital Management | Institution Profile | Private Equity …

Founded in 1973, MAI Capital Management, LLC is a United States-based family office that provides consulting, investment management and financial planning services to its clients. The …See details»

MAI Capital Management - Contacts, Employees, Board

MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services. New. Resources. Advanced Search. ... Experience the new …See details»

MAI Capital - Crunchbase Investor Profile & Investments

MAI Capital is a boutique investment firm based in Melbourne, Australia. Leveraging established connections with some of Asia's largest institutional investors and fund managers, MAI Capital …See details»

Client Login - MAI Capital Management

You are now leaving the MAI Capital Management website. This is not a recommendation to buy or sell any security. Cancel > Continue > Client Login . For your convenience, we have …See details»

Apare o nouă taxă din 26 mai. S-a dat deja ordin în România

5 hours ago Cazinoul din Constanța se redeschide publicului după o lungă perioadă de restaurare. Vizitatorii vor avea acces gratuit timp de cinci zile, între 21 și 25 mai. Din 26 mai, …See details»

Evolving OpenAI’s structure

May 5, 2025 An update from the OpenAI board on transitioning its for-profit entity to a Public Benefit Corporation, reinforcing its mission-driven structure under nonprofit oversight while …See details»

linkstock.net © 2022. All rights reserved