Digital Asset Investment Management
Digital Asset Investment Management (CRD# 294098) is a financial advisory firm headquartered in Newport Beach, CA. They manage $40,380,500 in 206 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts206ACCOUNTS
-
Average Account Value$196,022
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, NJ, NY, OR, PA
Financial Advisors at Digital Asset Investment Management
1
Bryan Courchesne (CRD# 5760949) is an Investment Advisor Representative working at Digital Asset Investment Management in Newport Beach, CA and has over 13 years of experience in the finance industry.
2
Michael Soroudi (CRD# 6519366) is an Investment Advisor Representative working at Digital Asset Investment Management in Newport Beach, CA and has over 6 years of experience in the finance industry.
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