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Jean Meinhard Gilson

DAI ASSET MANAGEMENT, LLC·BETHESDA, Maryland
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7600 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 7827788Firm CRD# 153395
01

About

Jean Meinhard Gilson 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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DAI ASSET MANAGEMENT, LLC
DAI ASSET MANAGEMENT, LLC
AUM
$226M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at DAI ASSET MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7827788
Firm CRD# 153395
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jean Meinhard Gilson offer?
Jean Meinhard Gilson specializes in Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Jean Meinhard Gilson's credentials?
Jean Meinhard Gilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Meinhard Gilson located?
Jean Meinhard Gilson 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 Jean Meinhard Gilson charge for services?
Jean Meinhard Gilson'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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Other advisors in BETHESDA
Lisa Hall — COMMUNITY INVESTMENT PARTNERS, INC.Carol Boynton Atwood — COMMUNITY INVESTMENT PARTNERS, INC.Michele Hallman — COMMUNITY INVESTMENT PARTNERS, INC.Scott Pownall Billings — BILLINGS CAPITAL MANAGEMENT LLCHumphrey Yeboah Mensah — COMMUNITY INVESTMENT PARTNERS, INC.
Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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