Dash + Investments - Financial Advisor in Woodland Hills, CA

Paladin Research Report For:

Dash Investments

21600 Oxnard Street Ste 1755
Woodland Hills, CA 91367

General Information

Firm Start Year
  • 2004
No. of Employees
  • 5-9
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
  • Non-Profit Organizations, Individual Investors, Businesses, High-net-worth families
Advisory Services Provided
  • Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Advice & Consulting, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management


Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, ChFC®
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

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Solicitor's Written Disclosure Document: Disclosure Brochure (Form ADV, Part 2): 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.

Additional Detailed Disclosures