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Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

415-748-9181

Managing Your Future

About Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.

General Information

Firm Start Year

2004

No.of Employees

5-9

CRD#

5741663

Firm CRD#

135281

States Licensed in

All 52 States

Years of Experience in Financial Services

15

Number of Years with Current Firm

14

Work with the following types of clients

Businesses, Non-Profit Organizations, High-net-worth families, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Education Funding and Planning, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Wealth Management, Risk Management, Estate Planning & Trusts, Financial Planning for Individuals

Services

Investment Types

Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Your Home, Your Office, Via Phone, Our Office, Via Email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Qualifications & Membership

Securities Licenses

Series 65, Series 63

Firm Information

Firm's Number of Clients

300

Firm's Number of Planning Clients

300

Firm's Number of Managed Clients

300

Assets Managed by Firm

370000000

Advisor's Number of Clients

300

Advisor's Number of Managed Clients

300

Advisor's Number of Planning Clients

300

Assets Managed by Advisor

370000000

Compensation and Fees

Fee Structure

Fee Only

Education

BS Finance Magna Cum Laude - Finance

California Polytechnic State University
9/1/2003 - 6/1/2007

Disclosures

Solicitor's Written Disclosure Document: https://dashinvest.box.com/v/WrittenDisclosureStatement Disclosure Brochure (Form ADV, Part 2): https://dashinvest.box.com/v/FormADVBrochure. 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.
https://dashinvest.box.com/v/FormCRSPart3
https://dashinvest.box.com/v/DisclosuresRequirementsgips