MAI, INC.
Legal name: MONEYWATCH ADVISORS, INC.
CRD #107337 SEC #801-26952 LEXINGTON, KY 859-268-1117
SEC Registered
Total AUM
$291.3M
Discretionary
$291.3M
Employees
5
Clients
251
Accounts
1,418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $291.3M | $291.3M | $0 | 5 | 0 |
| Mar 2024 | $247.5M | $247.5M | $0 | 5 | 0 |
| Mar 2023 | $210M | $210M | $0 | 5 | 0 |
| Mar 2022 | $243.9M | $243.9M | $0 | 5 | 0 |
| Aug 2021 | $206M | $206M | $0 | 5 | 0 |
| Mar 2021 | $206M | $206M | $0 | 5 | 0 |
| Oct 2020 | $179.1M | $179.1M | $0 | 6 | 0 |
| Mar 2020 | $179.1M | $179.1M | $0 | 6 | 0 |
| May 2019 | $145.5M | $145.5M | $0 | 8 | 0 |
| Apr 2019 | $145.5M | $145.5M | $0 | 8 | 0 |
| Apr 2019 | $145.5M | $145.5M | $0 | 8 | 0 |
| Mar 2019 | $145.5M | $145.5M | $0 | 8 | 0 |
| Mar 2018 | $151.9M | $151.9M | $0 | 7 | 0 |
| Mar 2017 | $136.7M | $136.7M | $0 | 7 | 200 |
| Mar 2017 | $136.7M | $136.7M | $0 | 7 | 200 |
| Mar 2016 | $121.2M | $121.2M | $0 | 6 | 200 |
| Mar 2015 | $124.3M | $124.3M | $0 | 5 | 200 |
| Mar 2014 | $118.3M | $118.3M | $0 | 5 | 150 |
| Feb 2014 | $118.3M | $118.3M | $0 | 5 | 150 |
| Jul 2013 | $112.4M | $112.4M | $0 | 5 | 150 |
| Mar 2013 | $112.4M | $112.4M | $0 | 5 | 150 |
| Mar 2012 | $98.6M | $98.6M | $0 | 1 | 150 |
| Mar 2011 | $111M | $111M | $0 | 5 | -- |
| Apr 2010 | $108M | $108M | $0 | 5 | -- |
| Feb 2010 | $108M | $108M | $0 | 5 | -- |
| Mar 2009 | $69.8M | $69.8M | $0 | 5 | -- |
| Mar 2007 | $109M | $109M | $0 | 5 | -- |
| Mar 2006 | $109M | $109M | $0 | 5 | -- |
| Sep 2005 | $106M | $106M | $0 | 5 | -- |
| Mar 2004 | $146M | $146M | $0 | 5 | -- |
| Apr 2002 | $121.9M | $120.6M | $1.3M | 5 | -- |
| Apr 2002 | $121.9M | $120.6M | $1.3M | 5 | -- |
DateMar 2025
Total AUM$291.3M
Discretionary$291.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$247.5M
Discretionary$247.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees7
Clients200
DateMar 2017
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees5
Clients150
DateFeb 2014
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees5
Clients150
DateJul 2013
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees5
Clients150
DateMar 2013
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees5
Clients150
DateMar 2012
Total AUM$98.6M
Discretionary$98.6M
Non-Disc.$0
Employees1
Clients150
DateMar 2011
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients--
DateFeb 2010
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$121.9M
Discretionary$120.6M
Non-Disc.$1.3M
Employees5
Clients--
DateApr 2002
Total AUM$121.9M
Discretionary$120.6M
Non-Disc.$1.3M
Employees5
Clients--