Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
MIAI, Inc.
Team
Firm-wide stats for MIAI, Inc.
About
MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans, managing approximately $213 million for roughly 274 clients through a team of four advisors. Services are delivered through its proprietary MIAI Advisor Program (MAP) and by advising clients on the Fidelity Managed Account Xchange (FMAX) platform, as well as standalone planning and ERISA-focused retirement-plan consulting.
The firm typically manages client assets on a discretionary basis guided by client questionnaires and investment policy statements, monitors portfolios, and implements reallocations as appropriate; portfolios may include mutual funds, ETFs, individual securities, and variable annuity sub-accounts. For FMAX accounts MIAI selects models or investment managers available on the platform while implementation managers or third‑party investment managers often retain trading discretion, and MIAI may deduct advisory fees from custodian accounts.
MIAI is notable among peer team firms for its multiple affiliated roles: it is affiliated by common ownership with Maplewood Investments, Inc. (a broker/dealer) and with other advisory entities, and it also operates as an insurance agency whose representatives may be registered representatives of the affiliated broker/dealer and receive commissions on product sales. These overlapping advisory, brokerage, and insurance relationships — and a prior SEC share-class selection matter that led the firm to update disclosures and procedures — are disclosed and addressed in its policies, Code of Ethics, and supervisory procedures.
Based on MIAI, Inc.
Expertise
Based on MIAI, Inc.
Location
12222 Merit Dr, Suite 1390
Dallas TX 75251
Advisors at this office
4
Advisors at this office
Charles R
Series 63, Series 66
Dallas, TX
MIAI, Inc.
Charles Rahm is a financial advisor at MIAI, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has worked at MIAI, Inc. since 2016 and has been associated with Maplewood Investment Advisors, Inc. since 2002. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms to deliver discretionary portfolio management and tailored investment solutions.
Daniel D
PFS™, Series 63, Series 65
Dallas, TX
MIAI, Inc.
Daniel Dooley is a financial advisor at MIAI, Inc. in Dallas, TX, with 38 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory roles, he has served as a director of the Blanche Stanley Foundation since 2013, assisting with the management of its assets. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms such as the MIAI Advisor Program and Fidelity Managed Account Xchange.
Donald H
Series 63, Series 65
Dallas, TX
MIAI, Inc.
Donald Hall is a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at MIAI, Inc. and Maplewood Investment Advisors since 2012. MIAI, Inc. is a team-based advisory firm managing approximately $213 million for around 274 clients, providing investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations. The firm offers services through its proprietary MIAI Advisor Program and the Fidelity Managed Account Xchange platform, typically managing assets on a discretionary basis guided by client questionnaires and investment policy statements.
Cynthia B
Series 63, Series 65
Dallas, TX
MIAI, Inc.
Cynthia Besek is an Investment Advisor Representative with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer at Maplewood Investments, Inc. Her roles include client investment assistance as well as managerial, operational, and trading functions. MIAI, Inc. is a team-based firm managing approximately $213 million for around 274 clients. The firm provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations, utilizing proprietary and third-party platforms to implement discretionary portfolio management.
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