Dash Financial Technologies LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
49
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
104031
Registered since
May 19, 2000

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Oksana Gandzii

    Oksana Gandzii

    Chief Product OfficerCRD 5742684

  • Jaclyn Butler

    Jaclyn Butler

    Chief Compliance OfficerCRD 4175577

  • Timothy Miller

    Timothy Miller

    Chief Operating OfficerCRD 5175547

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Contacts

3 of 44
  • Joseph Nelkin

    TraderCRD 2520994

  • Swetha Devireddy

    DirectorCRD 6668262

  • Christopher Duffy

    Christopher Duffy

    Concierge AssociateCRD 7779948

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth