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DASH INVESTMENTS

21600 Oxnard Street
Ste. 1755
Woodland Hills, California 91367
Tel: 800-549-3227

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About DASH INVESTMENTS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#135281
SEC# 801-113360
Assets Managed by Firm $341,577,536
No. of Clients 828
No. of Advisors 7

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total828$341,577,536
Individuals (other than high net worth individuals)108$28,892,325
High net worth individuals227$312,685,211
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