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MIAI, INC.
CRD 111695 · SEC 801-61363
12222 MERIT DR, SUITE 1390, DALLAS, TX, 75251, United States
Phone
214-739-5677
Fax
214-739-0166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.3M
Discretionary AUM
$213.0M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $137.6M |
| High net worth individuals | 32 | $69.3M |
| Corporations/business entities | 2 | $6.4M |
States served
NM, NC, TX
All web addresses on file
Official SEC filing: View on IAPD