Company Information

Get to know Dependable Alternative Investments, LLC (dba DAI Advisors)

Founded by David E. Simon, DAI Advisors is an independent Registered Investment Advisor (RIA) based in Orlando, Florida. The firm operates on a fiduciary basis, providing objective financial guidance tailored to its clients, who are primarily high-net-worth individuals, families, and institutions. Its core mission is to deliver customized and comprehensive wealth management solutions that encompass investment management, financial planning, and family office services, focusing on long-term client relationships and goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Dependable Alternative Investments, LLC (dba DAI Advisors)

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.