Lai Capital Management LLC

Lai Capital Management LLC (CRD# 128462) is a financial advisory firm headquartered in Newport Beach, CA. They manage $6,190,911 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $3,095,456
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Lai Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eugene Y. Lai
CRD#: 4859155
20955 Pathfinder Rd., Suite 100, Diamond Bar, CA 91765
93
Wealthminder
score

Eugene Lai (CRD# 4859155) is an Investment Advisor Representative working at Lai Capital Management LLC in Diamond Bar, CA and has over 13 years of experience in the finance industry.

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