Dash Financial Technologies LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 104031
- Registered since
- May 19, 2000
- Website
- dashfinancial.com
Firm profile
FINTRXOverview
Dash Financial Technologies LLC is organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. Publicly available profile data supplies very little about the firm's advisory business: fields for client types, fee schedules, and specific advisory or business activities are blank. The firm is classified as "Unclassified" in the snapshot and is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The record does not disclose an investment mandate, sector focus, or publicly reported strategy items such as target asset classes or manager allocation preferences. Because the firm has not provided detail on affiliations, personnel, or service lines in the source dataset, there is no basis to characterize how Dash Financial Technologies sources opportunities or structures client engagements.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Stino Milito
Co-Chief Operating OfficerCRD 4072644

Jennifer Fagenson
Chief of StaffCRD 4230573

Timothy Miller
Chief Operating OfficerCRD 5175547
Contacts
3 of 43William Zolpe
Associate DirectorCRD 1130962

Howard Gillman
Associate DirectorCRD 1164113

Steven Chilow
Managing DirectorCRD 1410654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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