Unclaimed Profile

Douglas James Young

DAI ASSET MANAGEMENT, LLC·BETHESDA, Maryland

Clean recordDAI ASSET MANAGEMENT, LLC

7600 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 6139253Firm CRD# 153395

Profile Verification

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

Identity

Douglas James Young · BETHESDA, MD

Registration

CRD #6139253 · DAI ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Douglas James Young 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# 6139253

Firm CRD# 153395

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Frequently Asked Questions

What services does Douglas James Young offer?

Douglas James Young specializes in Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Douglas James Young's credentials?

Douglas James Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas James Young located?

Douglas James Young 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 Douglas James Young charge for services?

Douglas James Young'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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