Overview
Assets Under Management: $244 million
High-Net-Worth Clients: 257
Average Client Assets: $951,147
Frequently Asked Questions
DEPENDABLE ALTERNATIVE INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300332), DEPENDABLE ALTERNATIVE INVESTMENTS, LLC is subject to fiduciary duty under federal law.
DEPENDABLE ALTERNATIVE INVESTMENTS, LLC serves 257 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, DEPENDABLE ALTERNATIVE INVESTMENTS, LLC offers portfolio management for individuals. View all service details ↓
DEPENDABLE ALTERNATIVE INVESTMENTS, LLC manages $244 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, DEPENDABLE ALTERNATIVE INVESTMENTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 257
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $951,147
Total Client Accounts: 577
Discretionary Accounts: 76
Non-Discretionary Accounts: 501
Regulatory Filings
CRD Number: 300332
Last Filing Date: 2025-02-07 00:00:00
Website: https://daiadvisors.com