Daniel
Dooley

Miai, Inc

CRD#1699483
Investment Advisor
in Dallas, TX
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About this Advisor

Daniel Dooley is a personal financial specialist operating in Dallas, Texas, who has been in the industry for 28 years. Dooley is currently employed by Miai, Inc. The advisor has gained experience at Goodwin Browning & Luna Securities, Inc, Miai, Inc and Maplewood Investment Advisors, Inc. Dooley has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in New Mexico and Texas. Miai, Inc is a firm that has its headquarters in Dallas, Texas. It has offices in three locations and a total of 12 employees. It oversees $272 million in assets under management between its 628 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 628 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. Miai, Inc performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules vary depending on the type of services offered. However, fee types charged by Miai, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12222 Merit Dr Suite 1390
Dallas, TX 75251

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Miai, Inc Brokerage Details

Total Assets Under Management

$323,619,234

TX Average: $3,042,739,679
Total Number of Employees

12

TX Average: 49
Total Number of Accounts

697

TX Average: 2,315
Average Account Size

$464,303

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Daniel Dooley Work History

Daniel has 28 years of experience.

2004 - Present (15 years)

Miai, Inc

1999 - Present (20 years)

Maplewood Investment Advisors, Inc

1990 - 2016 (26 years)

Goodwin Browning & Luna Securities, Inc

Disclosures

Daniel Dooley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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