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.
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General Information
Firm Start Year
2004
No. of Employees
5-9
automated call
Yes
Firm CRD#
135281
States Licensed in
All 52 States
Work with the following types of clients
Individual Investors, Non-Profit Organizations, High-net-worth families, Businesses
Advisory Services Provided
Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting
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
470
Firm's Number of Planning Clients
470
Firm's Number of Managed Clients
470
Assets Managed by Firm
$650,000,000
Compensation and Fees
Fee Structure
Fee-Only
Disclosures
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.financialplanners.net/disclosure/1873850/financialplanners-Dash-Investments-detailed-disclosure.html