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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mai Inc
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|---|---|
| CRD # | 107337 |
| SEC # | 801-26952 |
| CIK # | |
| AUM | $291.3 M (2025-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 859-268-1117 |
| Address | 121 Walton Avenue Lexington, KY 40508 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 379 | 291.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,418 | 291.3 |
| By Discretionary | ||
| Discretionary | 1,418 | 291.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,418 | 291.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.3 | |
| Total | 1,418 | 291.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pachira Investments Inc
✚
|
CA | 0.3 |
|
Strategic Wealth Advisors LLC
✚
|
0.3 | |
|
Unionview LLC
✚
|
WA | 0.3 |
|
Visionary Horizons LLC
✚
|
TN | 0.3 |
|
The American Institute for Advanced Investment Management LLP
✚
|
AZ | 0.3 |
|
Nicholson Wealth Management Group LLC
✚
|
SC | 0.3 |
|
Demars Financial Group LLC
✚
|
WA | 0.3 |
|
Tandem Financial LLC
✚
|
CO | 0.3 |
|
Wealth Covenant Group LLC
✚
|
TX | 0.3 |
|
Farther Asset Management LLC
✚
|
CA | 0.3 |