DASH FINANCIAL TECHNOLOGIES LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
54
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 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

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 7
  • OKSANA GANDZII

    Chief Product OfficerCRD 5742684

  • JACLYN BUTLER

    Chief Compliance OfficerCRD 4175577

  • TIMOTHY MILLER

    Chief Operating OfficerCRD 5175547

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Contacts

3 of 47
  • JOSEPH NELKIN

    TraderCRD 2520994

  • SWETHA DEVIREDDY

    DirectorCRD 6668262

  • Christopher Duffy

    Concierge AssociateCRD 7779948

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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 Swacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth