DAI Advisors
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 300332
- Registered since
- April 13, 2020
- Website
- www.daiadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
DAI Advisors is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2020) and charges clients on a percentage-of-AUM fee basis. Its client base is primarily individual and family investors rather than institutions, and its practice is structured as an LLC. The firm does not identify as an ESG investor and reports no multi-state adviser footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Contacts
1 of 1
Guangming Dai
PrincipalCRD 7059603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 3875 Bohannon Dr
- Time zone
- PT (UTC-8)
- Office locations
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