Unclaimed Profile

Angela None Atherton

DAI ASSET MANAGEMENT, LLC·BETHESDA, Maryland

Clean record2 years registeredDAI ASSET MANAGEMENT, LLC

7600 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 6124081Firm CRD# 153395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angela None Atherton · BETHESDA, MD

Registration

CRD #6124081 · DAI ASSET MANAGEMENT, LLC · 2 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAI ASSET MANAGEMENT, LLC

PARALLELLE FINANCE

Jun 2024 – Sep 2025

GAITHERSBURG, MD

Registrations & Exams

Registration record

First registered · June 4, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAI ASSET MANAGEMENT, LLC

CRD 153395 · SEC 801-71725

AUM

$226M

Regulatory assets under management

Employees

10 client accounts

Services offered by DAI ASSET MANAGEMENT, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at DAI ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Angela None Atherton offer?

Angela None Atherton specializes in Retirement Planning, Wealth Management.

What are Angela None Atherton's credentials?

Angela None Atherton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela None Atherton located?

Angela None Atherton is based in BETHESDA, Maryland, last registered with DAI ASSET MANAGEMENT, LLC.

How does Angela None Atherton charge for services?

Angela None Atherton's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAI ASSET MANAGEMENT, LLC?

DAI ASSET MANAGEMENT, LLC has approximately 11 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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