Dais Advisors, LLC

Dais Advisors, LLC (CRD# 156860) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $91,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 2125, Flagstaff, AZ 86003
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $45,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Dais Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lee Carr, financial advisor Flagstaff AZ
Lee R. Carr
CRD#: 5873901
Flagstaff, AZ
81
Wealthminder
score

Lee Carr (CRD# 5873901) is an Investment Advisor Representative working at Dais Advisors, LLC in Flagstaff, AZ and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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