Featured Business Financial Advisor in Woodland Hills, CA
Woodland Hills Financial Advisors
Dash Investments
21600 Oxnard Street, Ste.1755
Woodland Hills, CA 91367
(415) 748-9181
“Managing Your Future”
Advisor Profile
Zain Griffith
Name:  Zain Griffith
Phone Number:  (415) 748-9181
Website:  Visit Website
Disclosure Link:
https://www.dashinvestments.com/wp- content/uploads/2019/05/Dash2019ADV.pdf If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Dash at 1- 800-549-3227. " target="_blank">WiserAdvisor is an unaffilia...

About Dash Investments

Dash Investments is a fee-only independent investment firm featured by "Money Magazine" and "Forbes" as one of the top financial advisory firms in the country and has been covered in major business publications such as Barron's, The Wall Street Journal, and The New York Times.

We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success.

At Dash, each client's portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager.
 

General Information

Gender:    Male
CRD#:    5741663
States Licensed in:    All 52 States
States Willing to do Business in:   
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    14
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses, High-net-worth families
 

Education

Academic Background
 
Bachelor's degree in Business & Finance from Cal Poly, San Luis Obispo. Graduated with honors, magna cum laude.
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks
I can meet clients in the following ways:    Via email, At your home, At my office, Via phone, At your office
 

Qualifications & Memberships

Securities Licenses:    Series 63, Series 65
Financial Organization Memberships:    Paladin Registry
 

Firm Information

Firm's Number of Clients:    335
Firm's Number of Planning Clients:    335
Firm's Number of Managed Clients:    335
Assets Managed by Firm:    150000000
Advisor's Number of Clients:    335
Advisor's Number of Managed Clients:    335
Advisor's Number of Planning Clients:    335
Assets Managed by Advisor:    150000000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Zain Griffith

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