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Mark Hunter Summers

MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, Ohio
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1360 EAST 9TH STREET, CLEVELAND, OH 44114-1782CRD# 1056906Firm CRD# 109807
01

About

Mark Hunter Summers is a registered financial advisor based in CLEVELAND, Ohio, affiliated with MAI CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MAI CAPITAL MANAGEMENT, LLC
MAI CAPITAL MANAGEMENT, LLC
AUM
$19.7B
Regulatory assets under management
Employees
331
Total firm employees
View all advisors at MAI CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PERCENTAGE OF NON-INVESTMENT INCOME
Regulatory
SEC/IARD CRD# 1056906
Firm CRD# 109807
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Hunter Summers offer?
Mark Hunter Summers specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Mark Hunter Summers's credentials?
Mark Hunter Summers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Hunter Summers located?
Mark Hunter Summers is based in CLEVELAND, Ohio, working with MAI CAPITAL MANAGEMENT, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Mark Hunter Summers charge for services?
Mark Hunter Summers's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: percentage of non-investment income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAI CAPITAL MANAGEMENT, LLC?
MAI CAPITAL MANAGEMENT, LLC has approximately 331 employees and manages $19.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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