DA
DAI ADVISORS
SEC RegisteredMENLO PARK, CAhttps://daiadvisors.com510-709-7543
Assets Under Management
$100M–$500M
Employees
1
Office Locations
1 office
Total Accounts
630
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net Worth
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 285 | $330M |
0 total clients reported on Form ADV.
Leadership
Guangming George Dai
CCO
Office locations
1 office in 1 state
CA
MENLO PARKHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#300332
SEC Number
801-118426
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of January 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
daiadvisors.comPhone
510-709-7543Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DAI ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.