DASH INVESTMENTS
Firm details
- Headquarters
- WOODLAND HILLS, California
- CRD number
- 135281
- Registered since
- June 1, 2018
- Website
- www.dashinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.42%
- Individuals4.47%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dash Investments is an independent, SEC-registered registered investment adviser formed in 2018 and organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses. The snapshot data records Dash Investments as not designating itself an active ESG investor and not a capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds5%
- US Government Bonds1%
Owners & executives
1 of 1JONATHAN DASH
CEO & Chief Investment OfficerCRD 4947303
Contacts
3 of 5ROBERT BADGER
Financial CounselorCRD 6585284
Sebastian Lopez-Hafen
Financial CounselorCRD 7083372
ZAIN GRIFFITH
Senior Vice PresidentCRD 5741663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$13.3M in ETFs
90%
$11.9M
0%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $2.8M | 4,405 | 21.45% |
Location
WOODLAND HILLS, CA
LOS ANGELES
Location
WOODLAND HILLS, CA
Headquartered in WOODLAND HILLS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 21600 Oxnard St
- Time zone
- PT (UTC-8)
- Office locations
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