MAI CAPITAL MANAGEMENT
Q1 2024 Form 13-F
INDEPENDENCE, OHIO
$9.7B Reported Value Total
MAI CAPITAL MANAGEMENT, LLC reports 23,704 total accounts under management (AUM). There are 19,264 discretionary accounts valued at $14,219,025,931, and 4,440 non-discretionary accounts valued at $1,554,400,846.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.