Dash Financial Technologies LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
48
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 registered as a limited liability company and has been SEC-registered since 2000. Public records classify the firm as unclassified; ownership is listed as a combination of a domestic entity and an individual. The profile in FINTRX contains only a small set of operational flags rather than detailed service descriptions. Available data indicate the firm does not market itself as a capital allocator, is not designated a multi-state adviser, and is not flagged as an active ESG investor. Other advisory activity fields and client-facing business lines are not reported in the source data.

Assets & Accounts

Investments & Alternatives

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 42
  • 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