Unclaimed Profile

Angela Homsi

DAI ASSET MANAGEMENT, LLC·BETHESDA, Maryland

Clean recordDAI ASSET MANAGEMENT, LLC

7600 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 5046220Firm CRD# 153395

Profile Verification

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

Identity

Angela Homsi · BETHESDA, MD

Registration

CRD #5046220 · DAI ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Angela Homsi is a registered financial advisor based in BETHESDA, Maryland, affiliated with DAI ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DAI ASSET MANAGEMENT, LLC

AUM

$226M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAI ASSET MANAGEMENT, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5046220

Firm CRD# 153395

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Angela Homsi offer?

Angela Homsi specializes in Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Angela Homsi's credentials?

Angela Homsi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Homsi located?

Angela Homsi is based in BETHESDA, Maryland, working with DAI ASSET MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Angela Homsi charge for services?

Angela Homsi'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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