wiseradvisor

Zain Griffith
Dash Investments

Tel: (415) 748-9181
21600 Oxnard Street Ste 1755
Woodland Hills, CA 91367

Managing Your Future

Dash Investments | Financial Advisor in Woodland Hills ,CA

About Dash Investments

Dash Investments is a fee-only independent investment firm featured by "Money Magazine" and "Forbes" as one of the top financial advisory firms in the country and has been covered in major business publications such as Barron's, The Wall Street Journal, and The New York Times.

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.

At Dash, each client's portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager.


General Information

Firm Start Year:   2004
No.of Employees:   5-9
States Licensed in:   All 52 States
Number of Years with Current Firm:   14
I work with the following types of clients:   High-net-worth families, Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Bonds, Exchange Traded Funds (ETFs), Mutual Funds, 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:   250
Firm's Number of Planning Clients:   250
Firm's Number of Managed Clients:   250
Assets Managed by Firm:   200000000
Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   250
Advisor's Number of Planning Clients:   250
Assets Managed by Advisor:   200000000


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:   Fee Only


Education

BS Finance Magna Cum Laude - Finance  California Polytechnic State University - California
9/1/2003-6/1/2007



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
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Disclosures

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

Zain Griffith

Zain Griffith

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Zain Griffith joined Dash Investments in 2009 as a Regional Vice President and has extensive experience in the financial services and investment industry. Prior to joining Dash Investments, Zain worked in the investment banking industry where he specialized in providing merger and acquisition advice and valuation opinions to small and medium sized companies. He also served as a research analyst for a well-known value-oriented investment publication based in New York City. Zain earned a B.S., Magna Cum Laude, in Business Administration with a concentration in Finance from Cal Poly, San Luis Obispo. He is a member of the Beta Gamma Sigma honor society. Zain can review your current financial situation, learn more about your goals and objectives, and help determine whether Dash Investments approach to financial planning and wealth management might benefit you.

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

All 52 States