Joseph
Neff
Mai Capital Management, LLC
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About this Advisor
Joseph Neff is a financial advisor based in Newmarket, New Hampshire, working with Mai Capital Management, LLC. Joseph has previously held positions at Newday Solutions, LLC, Renzo Gracie Nh, Northeastern Fence, Grove City College, Crescent Wealth Partners, Mid Atlantic Financial Management, Inc, Newedge Advisors, LLC, Mai Capital Management, LLC, The Wealth Consulting Group, and Treloar & Heisel. Joseph has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire and Pennsylvania. Currently, Joseph is part of Mai Capital Management, LLC, which operates out of Newmarket, New Hampshire. 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
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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
Joseph Neff Work History
Mai Capital Management, LLC
The Wealth Consulting Group
Treloar & Heisel
Newedge Advisors, LLC
Newday Solutions, LLC
Crescent Wealth Partners
Mid Atlantic Financial Management, Inc
Renzo Gracie Nh
Newday Solutions, LLC
Northeastern Fence
Grove City College
Disclosures
Please visit the SEC profile of Joseph Neff 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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