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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.

Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.

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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:   Non-Profit Organizations, Individual Investors, Businesses, High-net-worth families
Advisory Services Provided:   401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting


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

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


BS Finance Magna Cum Laude  - Finance   California Polytechnic State University  - California


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.

Additional Detailed Disclosures



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Office Hours

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

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