
A Growing Global Community
Mr. Ted S. Halpern, RFC®
Contact

MAI Capital Management
20365 Exchange Street#200
Ashburn, VA 20147 US
Secondary Business Address
11 N. Washington Street
#720
Rockville, MD 20850 US
Phone: (240) 268-1000
http://mai.capital
Member Since: 1997
Membership Expires: 1/1/2026
IARFC Member: Yes
IARFC Designations/Credentials
RFC®
Financial Services Offered
Estate Planning
Business Planning
Portfolio Management
Pension Planning
Executive Compensation Planning
Retirement Planning
Tax Planning
Charitable Planning
Education Planning
Comprehensive Personal Financial Plans
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