DAI ASSET MANAGEMENT, LLC

BETHESDA, Maryland·5 registered advisors·CRD# 153395
SEC# 801-717250301-664-6680
01

Firm Overview

AUM
$226M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at DAI ASSET MANAGEMENT, LLC

5 registered advisors
Angela None Atherton
BETHESDA, Maryland
Lynn Exton
BETHESDA, Maryland
Michael Alan Edberg
BETHESDA, Maryland
CFA
Sothara Chin
BETHESDA, Maryland
Zachary Karter Bishop
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
5 advisors

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Data sourced from SEC Form ADV filings. DAI ASSET MANAGEMENT, LLC (CRD# 153395) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.