MIAI, INC.

RIASEC RegisteredEst. 2002

Total AUM

$213M

Discretionary

$213M

100% of AUM

Avg account

$773K

Accounts

276

Employees

Advisory reps

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

FINTRX

Overview

Miai, Inc. is a corporation that acts as both an investment adviser and a broker/insurance intermediary. Registered with the SEC since 2002, the firm serves individual and family clients as well as institutional accounts and describes itself as a capital allocator. Its advisory scope includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. On the transactional side, Miai, Inc. operates as a registered representative of a broker‑dealer and as an insurance broker. The firm’s fee arrangements are mixed: percentage of AUM, hourly fees, flat fees and commissions appear across client engagements. Miai, Inc. does not identify as an active ESG investor in its public profile, and its ownership is recorded as a combination of a domestic entity and an individual.