James
Henry
Mai Capital Management, LLC
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About this Advisor
James Henry is a financial advisor based in Murfreesboro, Tennessee, working with Mai Capital Management, LLC. James has previously held positions at Lpl Financial, LLC, Independent Financial Partners, Sageview Advisory Group, Cetera Advisor Networks, Gwfs Equities, Inc, Advised Assets Group, LLC, Onedigital Investment Advisors LLC, Triad Advisors, Empower, Sheridan Road, and Mai Capital Management, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, James is part of Mai Capital Management, LLC, which operates out of Murfreesboro, Tennessee. The firm has 29 offices and 482 employees. The firm manages assets totaling $29.6 billion and serves 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
$29,630,499,856
482
40,758
$726,986
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
James Henry Work History
Mai Capital Management, LLC
Onedigital Investment Advisors LLC
Triad Advisors
Gwfs Equities, Inc
Advised Assets Group, LLC
Empower
Sageview Advisory Group
Cetera Advisor Networks
Lpl Financial, LLC
Independent Financial Partners
Sheridan Road
Disclosures
Please visit the SEC profile of James Henry 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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Independence, OH
Ponte Vedra Beach, FL
Cincinnati, OH
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