Aaron
Ziska
Mai Capital Management, LLC
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About this Advisor
Aaron Ziska is a certified financial planner based out of Saint Louis, Missouri with a total of 3 years of relevant experience. Ziska is an employee of Mai Capital Management, LLC. Throughout their career, Ziska has worked at Greenway Family Office, LLC, Greenway Family Office, Kennedy Capital Management and Mai Capital Management. Ziska holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Missouri. Mai Capital Management, LLC is an advisory business based out of Independence, OH. It has offices in 20 locations and a total of 331 people on staff. It administers $16 billion in assets under management across its 23,704 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 45 charitable organizations. Of its 23,704 accounts, 43% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company performs a diverse assortment of services, including 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. Financial management fees are based on the type of financial services provided. Fees charged by Mai Capital Management, LLC most likely include any blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$15,773,426,777
331
23,704
$665,433
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
Aaron Ziska Work History
Aaron has been registered as a financial advisor for 3 years.*
Mai Capital Management
Greenway Family Office, LLC
Greenway Family Office
Kennedy Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Ziska to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mai Capital Management, LLC
Little Rock, AR
Cincinnati, OH
Rockville, MD
Independence, OH
Dublin, CA
Independence, OH
Independence, OH
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
