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MIAI, INC.
DALLAS, TX
214-739-5677
SEC #801-61363Total AUM
$213.3M
Employees
4Clients
276Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12222 MERIT DR
SUITE 1390
DALLAS
TX 75251
United States
SUITE 1390
DALLAS
TX 75251
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
214-739-5677
Other Offices
1
Financials
Total AUM
$213.3M
Accounts
276Discretionary
$213M
Accounts
273Non-Discretionary
$315.5K
Accounts
3
Clients
Individual Clients
242AUM
$137.6M
HNW Individual Clients
32AUM
$69.3M
Corporation or Business Clients
2AUM
$6.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NCNMTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.