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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
Years of Experience
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Miai, Inc Brokerage Details
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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.
Maplewood Investment Advisors, Inc
Goodwin Browning & Luna Securities, Inc
Daniel Dooley has no disclosures.
Please visit their SEC profile for more details.