21600 Oxnard Street
Ste. 1755
Woodland Hills, California 91367
Tel: 800-549-3227
DASH INVESTMENTS, formally registered with the SEC as DASH INVESTMENTS. The firm was established in 06/01/2018. They have over 2 offices throughout the country.
DASH INVESTMENTS is a Woodland Hills, California based Financial Planning firm with nearly $554,102,397 assets under management, offering retirement planning & investment advisory services to 1149 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 135281 |
SEC# | 801-113360 |
Assets Managed by Firm | $554,102,397 |
No. of Clients | 1149 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1149 | $554,102,397 |
Individuals (other than high net worth individuals) | 93 | $26,393,485 |
High net worth individuals | 317 | $527,708,912 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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