Dash Investments
Firm details
- Headquarters
- Woodland Hills, California
- CRD number
- 135281
- Registered since
- June 1, 2018
- Website
- www.dashinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.42%
- Individuals4.47%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dash Investments is an independent registered investment adviser that focuses on fee-based wealth management and financial planning for individuals, families and select institutional accounts. The firm is organized as a corporation, is owner-operated, and has been SEC-registered since 2018. Its primary advisory offerings are financial planning and discretionary portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management. Dash does not identify as an ESG-driven allocator and uses third-party managers for certain alternative exposures rather than acting as a direct capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds5%
- US Government Bonds1%
Owners & executives
1 of 1
Jonathan Dash
CEO & Chief Investment OfficerCRD 4947303
Contacts
3 of 5
Robert Badger
Financial CounselorCRD 6585284
Sebastian Lopez-Hafen
Financial CounselorCRD 7083372
Zain Griffith
Senior Vice PresidentCRD 5741663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$15.9M in ETFs
91%
$14.5M
0%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $3.4M | 9,002 | 21.62% |
Location
Woodland Hills, CA
Los Angeles
Location
Woodland Hills, CA
Headquartered in Woodland Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 21600 Oxnard St
- Time zone
- PT (UTC-8)
- Office locations
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