Noel
Vonuelos
Mai Capital Management, LLC
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About this Advisor
Noel Vonuelos is a financial advisor based in Mckinney, Texas, working with Mai Capital Management, LLC. Noel has previously held positions at Mercer Allied Company, L.P, Mufg Union Bank N.A, University Of California, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, The Ayco Company, L.P, Mariner Wealth Advisors, and Mai Capital Management, LLC. Noel has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Noel is part of Mai Capital Management, LLC, which operates out of Mckinney, Texas. 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
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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
Noel Vonuelos Work History
Mai Capital Management, LLC
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Mariner Wealth Advisors
University Of California
Mercer Allied Company, L.P
The Ayco Company, L.P
Mufg Union Bank N.A
Disclosures
Please visit the SEC profile of Noel Vonuelos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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