Zain Griffith
Dash Investments

Tel: (424) 333-6114
9701 Wilshire Blvd
Suite 1000
Beverly Hills, CA 90212

Managing Your Future

Dash Investments | Financial Advisor in Beverly Hills ,CA

About Dash Investments

Dash Investments is a fee-only independent investment firm recently ranked by "Money
Magazine" as one of the top financial advisory firms in the country. We offer
comprehensive financial planning, retirement planning and asset management services.
Our firm is built on the philosophy that each client deserves individual attention and
proactive service. We want to be a partner in your success.


General Information

States Licensed in:   All 52 States
Number of Years with Current Firm:   14
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations , High-net-worth families


Services

Investment Types:   Mutual Funds , Bonds , Exchange Traded Funds (ETFs) , Stocks
I can meet clients in the following ways:   At your home , At your office , Via phone , Via email , At my office


Qualifications & Memberships

Financial Organization Memberships:   Paladin Registry


Firm Information

Firm's Number of Clients:   335
Firm's Number of Planning Clients:   335
Firm's Number of Managed Clients:   335
Assets Managed by Firm:   125,000,000
Advisor's Number of Clients:   335
Advisor's Number of Managed Clients:   335
Advisor's Number of Planning Clients:   335
Assets Managed by Advisor:   125,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets



Faqs

  • What is your approach to financial planning? Our first priority is getting to know you and understanding your goals. By doing so, we can help you design a comprehensive financial plan that is uniquely yours.
  • Will you be the only person working with me? I will be your dedicated financial advisor.
  • How are you compensated? How will I pay for your services? I am a 100% fee-only advisor. Fees are based solely on the number of assets under management
  • Do you provide a free initial consultation? Yes. I offer a complimentary consultation free of charge or obligation.
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Zain Griffith

Zain Griffith

My Team


Zain Griffith

Zain Griffith


RIA

Dash Investments is a fee-only independent investment firm recently ranked by Forbes and "Money Magazine" as one of the top financial advisory firms in the country. We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success.

Communities Served

Offices Throughout Southern California

Office Hours

wiseradvisor-balck-li-img Sun. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Mon. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Sat. 8:00 AM - 7:00 PM