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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
(415) 748-9181
“Managing Your Future”
Advisor Profile
Zain Griffith
Name:  Zain Griffith
Phone Number:  (415) 748-9181
Website:  Visit Website
Disclosure Link: 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." 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:    Businesses, Individual Investors, Non-Profit Organizations, High-net-worth families
Number of Years with Current Firm:    14
States Licensed in:    All 52 States
Firm CRD#:    135281
CRD#:    5741663
Gender:    Male
Years of Experience in Financial Services:    15


Academic Background
Bachelor's degree in Business & Finance from Cal Poly, San Luis Obispo. Graduated with honors, magna cum laude.


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

Qualifications & Memberships

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

Firm Information

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


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

Compensation and Fees

Fee Structure:    Fee Only

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