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.
Read articles by Jonathan Dash
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 |
Services |
| 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 |
Education |
| BS Finance Magna Cum Laude - Finance | California Polytechnic State University
- California 9/1/2003-6/1/2007 |
Disclosures |
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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 |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
| 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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