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DAI Advisors

Headquartered in FREMONT, CA

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Firm Information

DAI Advisors is an investment advisor that provides portfolio management for individuals. They manage approximately $244,444,852 in assets for 577 clients, primarily high-net-worth individuals. Their main office is located in [Location is unavailable from the provided data]. They are registered with the SEC under number 801-118426.

DAI Advisors

$244.44M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DAI ADVISORS has a total of 1 branch locations across the country.
location

FREMONT, CA

Advisors at DAI Advisors

View All 1 Advisors
Unclaimed
Guangming George Dai

RA

FREMONT, CA

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Disclosures

There are no public disclosures for DAI Advisors.

Frequently Asked Questions (7)

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