Dash Financial Technologies LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
49
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
104031
Registered since
May 19, 2000

Firm profile

FINTRX

Overview

Dash Financial Technologies LLC is organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. Publicly available profile data supplies very little about the firm's advisory business: fields for client types, fee schedules, and specific advisory or business activities are blank. The firm is classified as "Unclassified" in the snapshot and is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The record does not disclose an investment mandate, sector focus, or publicly reported strategy items such as target asset classes or manager allocation preferences. Because the firm has not provided detail on affiliations, personnel, or service lines in the source dataset, there is no basis to characterize how Dash Financial Technologies sources opportunities or structures client engagements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Stino Milito

    Stino Milito

    Co-Chief Operating OfficerCRD 4072644

  • Jennifer Fagenson

    Jennifer Fagenson

    Chief of StaffCRD 4230573

  • Timothy Miller

    Timothy Miller

    Chief Operating OfficerCRD 5175547

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Contacts

3 of 43
  • William Zolpe

    Associate DirectorCRD 1130962

  • Howard Gillman

    Howard Gillman

    Associate DirectorCRD 1164113

  • Steven Chilow

    Steven Chilow

    Managing DirectorCRD 1410654

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth