MAI Capital Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Ohio, United States · 201-500 Employees
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Overview
Headquarters
6050 Oak Tree Blvd Ste 500, Cleveland, O...Phone Number
(216) 920-4800Website
mai.capitalRevenue
$67.3 MillionIndustry
ZI Rank: 4
Signal Type
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ZI Rank
4
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About MAI Capital Management
MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services. MAI Capital Management recommendations are objective and centered on assisting you to achieve your goals. MAIs 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.Explore more
MAI Capital Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
MAI Capital Management
$67.3M
201-500
Private
-
1973
James KacicManaging Partner & Chief Operating Officer
Company Profile Activity
Activity Insights
MAI Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
MAI Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MAI Capital Management.
MAI Capital Management Tech Stack
A closer look at the technologies used by MAI Capital Management
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Open Position
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Hiring Plans
MAI Capital Management has more open roles in Operations than it has had at any time in the past 12 months. Technologies mentioned include: ADP TotalSource, and ADP. Areas of expertise include: Process Management, Performance Management, and Process Mapping.
Hiring Plans
Hiring Plans
Hiring Plans
MAI Capital Management News & Media
Carlyle Acquires Majority Stake In MAI Capital Management - Family Wealth Report
FamilyWealthReport - Exclusive Intelligence for the family office communityMAI Capital Management Expands Sports and Entertainment Services with Recent Additions
CLEVELAND--(BUSINESS WIRE)--MAI Capital Management adds key leaders from Constellation Sports Council, a wealth management firm specializing in professional athletes.Concentric Wealth Management Joins MAI Capital Management
CLEVELAND--(BUSINESS WIRE)--MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, today announced the acquisition of Concentric Wealth Management, LLC (“Concentric”). Terms of the transaction were not disclosed. Concentric is headquartered in Lafayette, California and was founded in 2008 by Eric Flett and Stewart McGuire. It has since grown to a firm of six individuals and
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Frequently Asked Questions Regarding MAI Capital Management
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MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services. MAI Capital Management recommendations are objective and centered on assisting you to achieve your goals. MAIs investment, planning and tax professionals will collaborate with you to develop, implement and monitor a financial plan tailo... Read More
