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 registered as a limited liability company and has been SEC-registered since 2000. Public records classify the firm as unclassified; ownership is listed as a combination of a domestic entity and an individual. The profile in FINTRX contains only a small set of operational flags rather than detailed service descriptions. Available data indicate the firm does not market itself as a capital allocator, is not designated a multi-state adviser, and is not flagged as an active ESG investor. Other advisory activity fields and client-facing business lines are not reported in the source data.
Assets & Accounts
Investments & Alternatives
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 42William 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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