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DAI Securities

EST. AUM
$329,951,743

CONTACTS
3

CLIENT ACCOUNTS
2,048

Firm Details

Metro area Atlanta
CRD Number 36673
Website daisecurities.com
Client types

Overview

DAI Securities is an independent investment group that emphasizes a disciplined approach to financial advisory services. The firm aims to support advisors by providing access to a leadership team, technology resources, and compliance assistance, ensuring that advisors can focus on their clients' needs without corporate constraints. DAI promotes a collaborative environment, offering ongoing education and a supportive network to help advisors grow their businesses and maintain client relationships. By prioritizing independence, DAI Securities strives to deliver unbiased advice, aligning its interests with those of its clients. The firm operates alongside DAI Wealth, LLC, which offers advisory services.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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