wiseradvisor

Zain Griffith
Dash Investments

Tel: (415) 748-9181
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 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.


General Information

Firm Start Year:   2004
States Licensed in:   All 52 States
Number of Years with Current Firm:   14
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , High-net-worth families , Businesses


Services

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


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


Zain Griffith

Zain Griffith

My Team

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.

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

Communities Served

Offices throughout Northern California