Dash Investments - Financial Advisory Firm in Dallas, TX

VETTED

Tel: 800-549-3227 6275 W Plano Pkwy Ste 555 Dallas, TX 75093

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

Number of Years with Current Firm:

Work with the following types of clients:

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

Advisory Services Provided:

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

Services

Investment Types:

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

Can meet clients in the following ways:

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

Compensation and Fees

Fee Structure:

Fee-Only

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:

$700,000,000

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

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/1874277/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