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| Keyboard |
| MIAI Inc
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|---|---|
| CRD # | 111695 |
| SEC # | 801-61363 |
| CIK # | |
| AUM | 213.3 M (2026-01-23) |
| 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) | 242 | 137.6 |
| (b) Individuals (high net worth individuals) | 32 | 69.3 |
| (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 | 2 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 213.3 |
| By Discretionary | ||
| Discretionary | 273 | 213.0 |
| Non-Discretionary | 3 | 0.3 |
| Total | 276 | 213.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.3 | |
| Total | 276 | 213.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Global Trust Wealth Management LLC
✚
|
FL | 213.7 M |
|
Coastline Complete Wealth LLC
✚
|
SC | 213.6 M |
|
Daniels & Erickson Financial Advisors LLC
✚
|
TX | 213.6 M |
|
Argyle Capital Partners LLC
✚
|
CA | 213.6 M |
|
Gunn & Company Investment Management Inc
✚
|
FL | 213.5 M |
|
Signal Tree Financial Partners LLC
✚
|
OH | 213.4 M |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 213.1 M |
|
JE Simmons & Co PC
✚
|
TX | 213.1 M |
|
AIFG Consultants Ltd
✚
|
NY | 213.0 M |
|
Sacks & Associates LLC
✚
|
NJ | 212.8 M |