Mainstay Capital Management Review


Trust Score 98%
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Last updated: June 11th, 2019. Data source: SEC filings.

Mainstay Capital Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 17 advisors. Mainstay Capital Management manages $2.5 billion and provides investment advisory services for 3,625 clients (1:214 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $200,000
Average Client Balance $685,763
Hybrid Advisor No
Disciplinary History No
Total AUM $2.5 billion
Advisor / Client Ratio 1:214
Headquarters Grand Blanc, MI
SEC Filings Forms and Brochures    (CRD # 109528)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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Wilquet wrote: Is Mainstay Capital Management a fiduciary?

1 month ago
Response from Jessica H at Investor.com

Yes, all our research suggests Mainstay Capital Management has clients best interest for all account types.

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