About Dash Investments - CFP
Ranked "TOP ADVISOR 2024" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. 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.
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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
Years of Experience in Financial Services
25
Number of Years with Current Firm
21
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations, High-net-worth families
Advisory Services Provided
Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management
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
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 63, Series 65
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
Education
Finance -
University Of Southern California
08/01/1997 -06/10/2001
Corporate Restructuring -
Harvard Business School
01/01/2006 -12/31/2006
Financial Analysis and Valuation -
Columbia Business School
01/01/2020 -12/31/2020
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/1874277/financialplanners-Dash-Investments---CFP-detailed-disclosure.html