Dash Investments - Financial Advisory Firm in Woodland Hills, CA

Q: What are your qualifications? What is your education background?

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.

Q: 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

Q: Will you be the only person working with me?

I will be your dedicated financial advisor.

VETTED

Tel: 800-549-3227 21600 Oxnard Street Ste 1755 Woodland Hills, CA 91367

About Dash Investments

Ranked "TOP ADVISOR 2025" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.

Google Reviews

Read articles by Jonathan Dash

See Disclosures

General Information

Firm Start Year:

2004

No. of Employees:

5-9 Employees

States Licensed in:

All 52 States

Communities served:

All 52 States

Number of Years with Current Firm:

Work with the following types of clients:

Businesses, Individual Investors, High-net-worth families, Non-Profit Organizations

Advisory Services Provided:

Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning

Services

Investment Types:

Alternative Investments, Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)

Can meet clients in the following ways:

Your Office, Video Conference, Our Offices, Your Home, Email, Phone, Our Office

Compensation and Fees

Fee Structure:

Fee-Only

Compensation Methods:

Based on Assets

Firm Information

Firm's Number of Clients:

470

Firm's Number of Planning Clients:

470

Firm's Number of Managed Clients:

470

Assets Managed by Firm:

$650,000,000

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

Finance:

University Of Southern California

08/01/1997 - 06/10/2001

Corporate Restructuring:

Harvard Business School

01/01/2006 - 12/31/2006

Financial Analysis and Valuation:

Columbia Business School

01/01/2020 - 12/31/2020

What are your qualifications? What is your education background?

How are you compensated? How will I pay for your services?

Will you be the only person working with me?

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Solicitor's Written Disclosure Document: https://dashinvest.box.com/v/WrittenDisclosureStatement Disclosure Brochure (Form ADV, Part 2): https://dashinvest.box.com/v/FormADVBrochure. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Dash at 1-800-549-3227.
https://dashinvest.box.com/v/FormCRSPart3
https://dashinvest.box.com/v/DisclosuresRequirementsgips

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1873850/wiseradvisor-dash-investments-detailed-disclosure.html

25 Years of Experience

Firm CRD# 135281

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours