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Featured Business Financial Advisor in Beverly Hills, CA
Beverly Hills Financial Advisors
Dash Investments
9701 Wilshire Blvd, Suite 1000
Beverly Hills, CA 90212
(415) 748-9181
“Managing Your Future”
Advisor Profile
Zain Griffith
Name:  Zain Griffith
Phone Number:  (415) 748-9181
Website:  Visit Website

About Dash Investments

Dash Investments is a fee-only independent investment firm recently ranked
by "Money Magazine" as one of the top financial advisory firms in the country.
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.

General Information

Gender:    Male
CRD#:    5741663
States Licensed in:    CA
States Willing to do Business in:    CA
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, Businesses, Non-Profit Organizations, Individual Investors


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


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

Qualifications & Memberships

Securities Licenses:    Series 65, Series 63
Financial Organization Memberships:    Paladin Registry

Firm Information

Firm's Number of Clients:    335
Firm's Number of Planning Clients:    335
Firm's Number of Managed Clients:    335
Assets Managed by Firm:    125,000,000
Advisor's Number of Clients:    335
Advisor's Number of Managed Clients:    335
Advisor's Number of Planning Clients:    335
Assets Managed by Advisor:    125,000,000


Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    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:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
Prepared By: Zain Griffith

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