Audra
Nay
Mai Capital Management, LLC
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About this Advisor
Audra Nay is a financial advisor based in Santa Rosa, California, working with Mai Capital Management, LLC. Audra has previously held positions at Bingham, Osborn & Scarborough LLC, First Republic Investment Management, Inc, Traverso Chambers Private Wealth Management, LLC, Mai Capital Management, First Republic Securities Company, LLC, and Wells Fargo Advisors Financial Network, LLC. Audra has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Audra is part of Mai Capital Management, LLC, which operates out of Santa Rosa, California. The firm has 26 offices and 331 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mai Capital Management, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$19,711,015,200
331
26,826
$734,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Audra Nay Work History
Mai Capital Management
Traverso Chambers Private Wealth Management, LLC
Wells Fargo Advisors Financial Network, LLC
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Bingham, Osborn & Scarborough LLC
Disclosures
Please visit the SEC profile of Audra Nay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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