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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
Visit Website
https://www.dashinvestments.com/

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.

Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.

Read articles by Jonathan Dash

See Disclosures

General Information

Firm Start Year
  • 2004
No. of Employees
  • 5-9
Firm CRD#
  • 135281
States Licensed in
  • All 52 States
Work with the following types of clients
  • Non-Profit Organizations, Individual Investors, Businesses, High-net-worth families
Advisory Services Provided
  • Wealth Management, Money Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

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

Compensation and Fees

Fee Structure
  • Fee-Only

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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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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