Miai, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 111695
- Registered since
- August 2, 2002
- Website
- maplewoodinvestments.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals64.52%
- HNWI32.49%
- Corporations / Businesses2.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Miai, Inc. is a corporate-structured investment adviser that has been SEC-registered since 2002. The firm operates as both an investment adviser and as a registered representative/insurance broker, offering financial planning and portfolio management services to individuals, families and institutional clients. Its service set includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and fee arrangements that can include percentage-of-AUM, hourly, fixed fees and commissions. Miai, Inc. functions as a capital allocator and works with third-party managers as part of its investment program.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities37%
- Cash & Cash Equivalents13%
- US Government Bonds6%
- State & Local Bonds1%
Owners & executives
3 of 3
Jonathan Robinson
Co-Founder & CEOCRD 4675026
Cynthia Besek
SVP, COOCRD 1669039
Daniel Dooley
President, CEOCRD 1699483
Contacts
3 of 5
Robin Woodell
Financial PlannerCRD 5400528
Andrea Swope
Director of Advisor ServicesCRD 5404168
Donald Hall
Investment Adviser RepresentativeCRD 1444931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 12222 Merit Dr
- Time zone
- CT (UTC-6)
- Office locations
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