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 a limited liability company that has been registered with the SEC since 2000. The firm is listed as domestically owned (both a domestic entity and an individual owner are referenced) and is classified as "unclassified" in the available snapshot. The public record captured here offers very limited detail about the firm's advisory services or client focus. Available descriptors indicate Dash Financial Technologies is not designated as a capital allocator, is not an active ESG investor, is not a multistate adviser, is not a pension consultant, and is not identified as a related adviser.
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 5
Oksana Gandzii
Chief Product OfficerCRD 5742684

Jaclyn Butler
Chief Compliance OfficerCRD 4175577

Timothy Miller
Chief Operating OfficerCRD 5175547
Contacts
3 of 44Joseph Nelkin
TraderCRD 2520994
Swetha Devireddy
DirectorCRD 6668262

Christopher Duffy
Concierge AssociateCRD 7779948
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 Swacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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