Overview
Assets Under Management: $291 million
Headquarters: LEXINGTON, KY
Frequently Asked Questions
MAI, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107337), MAI, INC. is subject to fiduciary duty under federal law.
MAI, INC. is headquartered in LEXINGTON, KY.
According to their SEC Form ADV, MAI, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MAI, INC. manages $291 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, MAI, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Total Client Accounts: 1,418
Discretionary Accounts: 1,418
Regulatory Filings
CRD Number: 107337
Filing ID: 1953697
Last Filing Date: 2025-03-25 15:54:00
Website: https://moneywatchadvisors.com