Bradley
Norton
Mai Capital Management, LLC
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About this Advisor
Bradley Norton is a financial advisor based in Independence, Ohio, working with Mai Capital Management, LLC. Bradley has previously held positions at Victory Capital Management, Winfield Associates, Mai Capital Management, LLC, and Mai Capital Management LLC. Bradley is registered to provide services in Ohio. Currently, Bradley is part of Mai Capital Management, LLC, which operates out of Independence, Ohio. 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
Bradley Norton Work History
Mai Capital Management, LLC
Mai Capital Management LLC
Winfield Associates
Victory Capital Management
Disclosures
Please visit the SEC profile of Bradley Norton 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
Independence, OH
Independence, OH
Independence, OH
New York, NY
Independence, OH
San Ramon, CA
Little Rock, AR
Independence, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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