Overview
Assets Under Management: $244 million
High-Net-Worth Clients: 257
Average Client Assets: $951,147
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