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Featured Business Financial Advisor in Woodland Hills, CA
Woodland Hills Financial Advisors
Dash Investments
21600 Oxnard Street Ste 1755
Woodland Hills, CA 91367
(424) 333-6114
“Managing Your Future”
Advisor Profile
Zain Griffith
Name:  Zain Griffith
Phone Number:  (424) 333-6114
Website:  Visit Website
Disclosure Link:
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" target="_blank">Solicitor's Written Disclosu...

About Dash Investments

Dash Investments is a fee-only independent investment firm featured by "Money Magazine" and "Forbes" as one of the top financial advisory firms in the country and has been covered in major business publications such as Barron's, The Wall Street Journal, and The New York Times.

We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success.

At Dash, each client's portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager.
 

General Information

I work with the following types of clients:    Individual Investors
States Licensed in:    All 52 States
CRD#:    5741663
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    14
I work with the following types of clients:    High-net-worth families, Non-Profit Organizations, Businesses
States Willing to do Business in:    All 52 States
Gender:    Male
Firm CRD#:    135281
 

Education

Academic Background
 
Bachelors degree in Finance from the University of Arizona's Eller School of Business.
 

Services

I can meet clients in the following ways:    At your office
Investment Types:    Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Via email, Via phone, At your home, At my office
 

Qualifications & Memberships

Securities Licenses:    Series 65, Series 63
Certifications, Accreditations & Designations:    76784
Financial Organization Memberships:    Paladin Registry
 

Firm Information

Advisor's Number of Planning Clients:    250
Advisor's Number of Managed Clients:    250
Advisor's Number of Clients:    250
Assets Managed by Advisor:    200000000
Assets Managed by Firm:    200000000
Firm's Number of Managed Clients:    250
Firm's Number of Planning Clients:    250
Firm's Number of Clients:    250
 

Compliance

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

Compensation and Fees

Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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