DASH FINANCIAL TECHNOLOGIES LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 104031
- Registered since
- May 19, 2000
- Website
- dashfinancial.com
Firm profile
FINTRXOverview
Dash Financial Technologies LLC is organized as a limited liability company and appears in SEC records dating to 2000. FINTRX records list the ownership as a combination of a domestic entity and an individual. The firm's internal classification is "Unclassified," and the profile indicates it does not act as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm has provided very limited public detail about its business model, advisory services, fee schedules, client segments, or investment approach on the FINTRX record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 7OKSANA GANDZII
Chief Product OfficerCRD 5742684
JACLYN BUTLER
Chief Compliance OfficerCRD 4175577
TIMOTHY MILLER
Chief Operating OfficerCRD 5175547
Contacts
3 of 47JOSEPH NELKIN
TraderCRD 2520994
SWETHA DEVIREDDY
DirectorCRD 6668262
Christopher Duffy
Concierge AssociateCRD 7779948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 200 Swacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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