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
120 Newport Center Drive, Newport Beach, CA 92660
https://www.linkedin.com/company/16188442/admin/
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Bryan Courchesne, financial advisor Newport Beach CA
Bryan Y. Courchesne
CRD#: 5760949
120 Newport Center Drive, Newport Beach, CA 92660

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, financial advisor Newport Beach CA
Michael A. Soroudi
CRD#: 6519366
120 Newport Center Drive, Newport Beach, CA 92660

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals