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MONEYWATCH ADVISORS, INC.
MAI, INC.
CRD 107337 · SEC 801-26952
121 WALTON AVENUE, LEXINGTON, KY, 40508, United States
Phone
859-268-1117
Fax
859-269-7315
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.7M
Discretionary AUM
$329.7M
Team
6 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 384 | $329.7M |
States served
KY, ME, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD