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Dash Investments

Tel: 415-748-9181
4849 Greenville Avenue
Ste 100
Dallas, TX 75206
Dash Investments | Financial Advisor in Dallas ,TX

Managing Your Future


About Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. 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.

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General Information

Firm Start Year:   2004
No.of Employees:   5-9
States Licensed in:   All 52 States
Number of Years with Current Firm:   14
Work with the following types of clients:   Individual Investors, Non-Profit Organizations, High-net-worth families, Businesses
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types:   Bonds, Stocks, Exchange Traded Funds (ETFs), Mutual Funds
Can meet clients in the following ways:   Via Email, Via Phone, Our Office, Your Home, Your Office

Firm Information

Firm's Number of Clients:   300
Firm's Number of Planning Clients:   300
Firm's Number of Managed Clients:   300
Assets Managed by Firm:   370000000
Advisor's Number of Clients:   300
Advisor's Number of Managed Clients:   300
Advisor's Number of Planning Clients:   300
Assets Managed by Advisor:   370000000

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

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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
https://dashinvest.box.com/v/DisclosuresRequirementsgips

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


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
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