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Dash + Investments - Financial Advisor in Woodland Hills, CA

Paladin Research Report For:

Dash Investments

21600 Oxnard Street Ste 1755
Woodland Hills, CA 91367
818-309-4065

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
  • Non-Profit Organizations, Individual Investors, Businesses, High-net-worth families
Advisory Services Provided
  • Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Advice & Consulting, 401K Rollovers, Retirement Planning, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management

Compliance

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

Education

BS Finance Magna Cum Laude - Finance
  • California Polytechnic State University
    9/1/2003 - 6/1/2007

Disclosures

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

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

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1873850/paladinregistry-dash-investments-detailed-disclosure

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