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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste.1755

Woodland Hills, CA 91367
(415) 7489181

Managing Your Future

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

Firm Start Year

2004

CRD#

5741663

States Licensed in

All 52 States

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

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

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

Qualifications & Membership

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

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

Disclosures

Solicitor's Written Disclosure Document: <a href="https://dashinvest.box.com/v/WrittenDisclosureStatement" target="_blank">https://dashinvest.box.com/v/WrittenDisclosureStatement</a> Disclosure Brochure (Form ADV, Part 2): <a href="https://dashinvest.box.com/v/FormADVBrochure" target="_blank">https://dashinvest.box.com/v/FormADVBrochure</a>. 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.