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.
|Firm Start Year:||2004|
|States Licensed in:||CA|
|Number of Years with Current Firm:||14|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses, High-net-worth families|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks|
|I can meet clients in the following ways:||Via Email, At your home, At my office, At your office, Via Phone|
Qualifications & Memberships
|Financial Organization Memberships:||Paladin Registry|
|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|
|Registered Investment Advisor:||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|
|BS Finance Magna Cum Laude - Finance||
California Polytechnic State University - San Luis Obispo
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.
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.
|Sun.||8:00 AM - 7:00 PM|
|Mon.||8:00 AM - 7:00 PM|
|Tue.||8:00 AM - 7:00 PM|
|Wed.||8:00 AM - 7:00 PM|
|Thu.||8:00 AM - 7:00 PM|
|Fri.||8:00 AM - 7:00 PM|
|Sat.||8:00 AM - 7:00 PM|
|All 52 States|