MAI CAPITAL MANAGEMENT

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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.

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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:
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Current Employees Featured

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

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

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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

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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

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