Gorge
Estevez
Mai Capital Management, LLC
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About this Advisor
Gorge Estevez is a certified financial planner based out of Saint Louis, Missouri, who has 2 years of relevant experience. Estevez is an advisor for Mai Capital Management, LLC. The advisor has gained experience at Cambridge Investment Research, Inc, The Sher Group, Saxony Securities, Krilogy Financial, Greenway Family Office, LLC, Greenway Family Office, Kforce and Mai Capital Management, LLC. Estevez holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Missouri. Mai Capital Management, LLC is a registered investment company that has its headquarters in Independence, OH. The company has offices in 20 locations and a total of 331 financial advisors. It administers $16 billion in assets under management among its 23,704 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 45 charitable organizations. Of its 23,704 customer accounts, 43% are associated with high-net-worth clients who have more than $1 million in investable assets. Mai Capital Management, LLC offers a number 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 fee schedules largely vary depending on the type of financial services provided. However, fees charged by Mai Capital Management, LLC most likely include 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
Gorge Estevez Work History
Gorge has been registered as a financial advisor for 2 years.*
Mai Capital Management, LLC
Greenway Family Office, LLC
Greenway Family Office
Kforce
Saxony Securities
Krilogy Financial
Cambridge Investment Research, Inc
The Sher Group
*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 Gorge Estevez 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
Reston, VA
Independence, OH
Independence, OH
Ponte Vedra Beach, FL
Little Rock, AR
Dublin, CA
Cincinnati, OH
Rockville, MD
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.
