George
Lai
Valence8
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About this Advisor
George Lai is a chartered financial analyst who works in Cambridge, Massachusetts with a total of 1 year of industry experience. Lai is currently employed by Valence8. Over the course of their career, Lai has held roles at Cambridge Associates, Cm Capital, Steveston Ventures and Valence8. Lai holds a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in California. Valence8 is a registered investment company operating out of Cambridge, MA. The firm has offices in three locations and a total of six employees. It handles $575 million in assets across its four client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Valence8 offers a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees are based on which services are offered. However, fees billed by Valence8 may include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valence8 Brokerage Details
$574,571,286
6
4
$143,642,822
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
George Lai Work History
George has been registered as a financial advisor for 1 years.*
Valence8
Steveston Ventures
Cm Capital
Cambridge Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Lai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valence8
Cambridge, MA
Cambridge, MA
Cambridge, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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