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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MIAI Inc
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|---|---|
| CRD # | 111695 |
| SEC # | 801-61363 |
| CIK # | |
| AUM | $189.4 M (2025-06-10) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 214-739-5677 |
| Address | 12222 Merit Dr Dallas, TX 75251 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 120.2 |
| (b) Individuals (high net worth individuals) | 29 | 61.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 189.4 |
| By Discretionary | ||
| Discretionary | 255 | 189.1 |
| Non-Discretionary | 3 | 0.3 |
| Total | 258 | 189.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.4 | |
| Total | 258 | 189.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Copper Leaf Financial LLC
✚
|
VT | 0.2 |
|
Fairbank Investment Management Limited
✚
|
0.2 | |
|
Capital Asset Management LLC
✚
|
CO | 0.2 |
|
Paradigm Institutional Investors LLC
✚
|
TX | 0.2 |
|
Hager Investment Management Services LLC
✚
|
NH | 0.2 |
|
Inman Jager Wealth Management LLC
✚
|
MS | 0.2 |
|
Copper Beech Financial Group LLC
✚
|
NJ | 0.2 |
|
Daniels & Erickson Financial Advisors LLC
✚
|
TX | 0.2 |
|
Power Asset Management LLC
✚
|
CA | 0.2 |
|
Foster & Wood Inc
✚
|
OR | 0.2 |