Lai Capital Management LLC

Lai Capital Management LLC (CRD# 128462) is a financial advisory firm headquartered in Irvine, CA. They manage $16,465,146 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
930 Roosevelt Ste 302, Irvine, CA 92620
http://www.laicapitalgroup.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $411,629
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 pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lai Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eugene Lai, financial advisor Irvine CA
Eugene Y. Lai
CRD#: 4859155
930 Roosevelt Ste 302, Irvine, CA 92620

Eugene Lai (CRD# 4859155) is an Investment Advisor Representative working at Lai Capital Management LLC in Irvine, CA and has over 21 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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