Tag : MAI Capital Management

MAI Capital Management Expands Texas Presence with Addition of Service Academy Capital Management
Finance Investments News

MAI Capital Management Expands Texas Presence with Addition of Service Academy Capital Management

Business Wire
by Business Wire0
Acquisition augments MAI’s growth in serving ultra-high-net-worth clients MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, announced the acquisition of Service Academy Capital Management, LLC (“SACMGT”), a Dallas-based RIA serving ultra-high-net-worth (UHNW) individuals and their families, institutions and family offices.......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
MAI Capital Management Acquires Winfield Associates
Finance News

MAI Capital Management Acquires Winfield Associates

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition adds to MAI’s financial planning and investment teams MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Winfield Associates (“Winfield”). The acquisition adds talent to MAI’s financial planning and investment teams......
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