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Guangming George Dai

DAI Advisors

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About Guangming George Dai

Guangming George Dai is a registered investment advisor representative with DAI Advisors. Guangming has been in the industry since 2009 and has earned the Series 65 license. Guangming also works as a Senior Principal Research Scientist with Johnson & Johnson Vision, located in Milpitas, CA. The advisory services offered by DAI Advisors include portfolio management for individuals, and the firm manages assets for 577 accounts.

Firm Information

Guangming Dai is currently registered with DAI Advisors. 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.

$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.

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Guangming Dai’s Registration & Firm History

CA

07/16/2021 - Present

DAI Advisors (FREMONT CA)

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Licenses & Designations

IA

Issued 12/19/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Guangming George Dai.
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