John
Palguta
Mai Capital Management, LLC
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About this Advisor
John Palguta is a certified financial planner who works in Cleveland, Ohio with a total of 22 years of relevant experience. Palguta works at Mai Capital Management, LLC. Throughout their career, Palguta has worked at Mai Wealth Advisors, LLC and Mai Capital Management, LLC. Palguta is approved to advise clients in Louisiana, Ohio and Texas. Mai Capital Management, LLC is a registered investment business that has its headquarters in Independence, OH. The company has offices in 20 locations and a total of 331 employees. It has $16 billion in assets among its 23,704 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 45 charities and foundations. Of its 23,704 client accounts, 43% are held by high-net-worth investors who have more than $1 million in 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. Fees for financial advisory services vary depending on the type of financial services provided. However, fees billed 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
John Palguta Work History
John has been registered as a financial advisor for 22 years.*
Mai Capital Management, LLC
Mai Wealth Advisors, LLC
*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 John Palguta 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
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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.
