$213.3M Total AUM
$213.0M Disc. AUM
-16.5% 3Y CAGR
4 Employees
277 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-25-2000
- Office Locations
- 2
Office Locations
1100 Kenilworth AVE, Suite 210 Charlotte NC
12222 Merit DR Suite 1390 Dallas TX
About Miai, Inc.
Miai, Inc. is a Dallas-based RIA with 2 offices. The firm has been operating for 26 years. Managing $213.3M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
59 AVG AGE
$53.3M AVG AUM / ADVISOR
$770.1K AVG AUM / CLIENT
8.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JONATHAN DAVID ROBINSON
Chairman Of The Board, Chief Executive Officer, Co-founder, Managing Member
- CRD
- #4675026
- Ownership
- 25% but less than 50%
Available
Available
Available
C
CYNTHIA ELIZABETH BESEK
Chief Operating Officer, Secretary, Senior Vice President
- CRD
- #1669039
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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D
DONALD KING HALL
--
- CRD
- #1444931
Available
Available
Available
CHARLES HASKELL RAHM
Investment Management Associate
- CRD
- #2204993
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,005,688 | $780,241 |
| Non-Discretionary | $315,478 | $105,159 |
| Total | $213,321,166 | $772,903 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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