DAI ASSET MANAGEMENT, LLC

BETHESDA, Maryland·49 registered advisors·CRD# 153395
SEC# 801-717250301-664-6680
01

Firm Overview

AUM
$226M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
49
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

49 registered advisors
Abiskar Shrestha
BETHESDA, Maryland
Amir Poustinchi
BETHESDA, Maryland
Andreas Eichin
BETHESDA, Maryland
Angela Homsi
BETHESDA, Maryland
Angela None Atherton
BETHESDA, Maryland
Bhakti R Mirchandani
BETHESDA, Maryland
Brenda Elizabeth Hansen
BETHESDA, Maryland
Bruce Crenshaw Tully
BETHESDA, Maryland
Calvin Jay Miller
BETHESDA, Maryland
Carl Fredric Muñana
BETHESDA, Maryland
Caton Burwell
BETHESDA, Maryland
Christopher Scott Laurent
BETHESDA, Maryland
Dorothy Marie Vanderbeck
BETHESDA, Maryland
Douglas James Young
BETHESDA, Maryland
Gavin Edward Reid Wilson
BETHESDA, Maryland
Gerhard None Pries
BETHESDA, Maryland
Gregory L Gaeddert
BETHESDA, Maryland
Gwendolynne May Chen
BETHESDA, Maryland
Ivan Chi Mow Yung
BETHESDA, Maryland
J Alex Hartzler
BETHESDA, Maryland
James Alexander Torrey
BETHESDA, Maryland
Jean Meinhard Gilson
BETHESDA, Maryland
John Whitlam Macintosh
BETHESDA, Maryland
Joshua Paul Moraczewski
BETHESDA, Maryland
Jr John Beckham
BETHESDA, Maryland
Kim Williams
BETHESDA, Maryland
Laura Petrucci
BETHESDA, Maryland
Lauren Kay Hendricks
BETHESDA, Maryland
Lynn Exton
BETHESDA, Maryland
Mark Muckerheide
BETHESDA, Maryland
Mary Colleen Schroeder
BETHESDA, Maryland
Matthew Edward Tocks
BETHESDA, Maryland
Michael Alan Edberg
BETHESDA, Maryland
Michael C. Apel
BETHESDA, Maryland
Monika Scherer
BETHESDA, Maryland
Nathan J. Horst
BETHESDA, Maryland
Peter Andrew Burbank
BETHESDA, Maryland
Phyllis R Caldwell
BETHESDA, Maryland
Raymond Clair Sauder
BETHESDA, Maryland
Remy Nicholas Kormos
BETHESDA, Maryland
Richard Benjamin Butler
BETHESDA, Maryland
Roberto Jairo Norton
BETHESDA, Maryland
Samuel P Moss
BETHESDA, Maryland
Santiago Miguel Arias
BETHESDA, Maryland
Sothara Chin
BETHESDA, Maryland
Susan Salerno
BETHESDA, Maryland
W Bowman Cutter
BETHESDA, Maryland
William David Unger
BETHESDA, Maryland
Zachary Karter Bishop
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
49 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.