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Dai Advisors

CRD 300332  ·  Menlo Park, CA  ·  $329.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
300332
SEC number
801-118426
Firm type
RIA
Assets under management
$329.6M as of Jan 13, 2026
Website
www.daiadvisors.com ↗
Phone
510-709-7543
Address
3875 Bohannon Drive, Menlo Park, CA, 94025

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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