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.
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Firm Start Year
2004
No. of Employees
5-9
automated call
Yes
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
High-net-worth families, Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Securities Licenses
Series 65, Series 63
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
Fee Structure
Fee-Only
BS Finance Magna Cum Laude - Finance
California Polytechnic State University
9/1/2003 -6/1/2007
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1874277/financialplanners-Dash-Investments-detailed-disclosure.html