Nathalie Lai
Alpha Solutions Investment Advisors · South San Francisco, California
Nathalie Lai is a fee-only financial advisor at Alpha Solutions Investment Advisors in South San Francisco, California. Nathalie charges a percentage of assets.
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Facts
| Firm | Alpha Solutions Investment Advisors |
|---|---|
| Based in | South San Francisco, California |
| Fee model | Percentage of assets |
| Assets under management | $509.5M across 794 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8040034 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.asiadvisors.com |
How Nathalie's firm compares
- Alpha Solutions Investment Advisors's average account is about $642,000, from its Form ADV (assets managed divided by 794 accounts).
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Questions about Nathalie
Is Nathalie Lai a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathalie holds no broker registration, and Alpha Solutions Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathalie charge for financial advice?
Nathalie charges a percentage of assets.
Where is Nathalie Lai based?
Nathalie Lai is based in South San Francisco, California.
Is Nathalie Lai registered with the SEC?
Yes. Nathalie Lai is registered as an investment adviser representative in CA (CRD 8040034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpha Solutions Investment Advisors manage?
Alpha Solutions Investment Advisors reports $509.5M across 794 accounts in assets under management.
How do I contact Nathalie Lai?
Through Nathalie's website, www.asiadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Alpha Solutions Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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