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 3 offices throughout the country.
DASH INVESTMENTS is a Woodland Hills, California based Financial Planning firm with nearly $341,577,536 assets under management, offering retirement planning & investment advisory services to 828 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 135281 |
SEC# | 801-113360 |
Assets Managed by Firm | $341,577,536 |
No. of Clients | 828 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 828 | $341,577,536 |
Individuals (other than high net worth individuals) | 108 | $28,892,325 |
High net worth individuals | 227 | $312,685,211 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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