Dash Investments
Firm details
- Headquarters
- Plano, Texas
- 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 has been SEC-registered since 2018 and is held by an individual owner. The firm serves both individual and family clients as well as some institutional accounts, charging fees based on a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Dash does not self-identify as an active ESG investor, is not a multi-state adviser per its snapshot, and does not operate as a capital allocator or pension consultant.
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
Zain Griffith
Senior Vice PresidentCRD 5741663
Jeffrey Bowlby
Investment Advisor RepresentativeCRD 6199056
Robert Badger
Financial CounselorCRD 6585284
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
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 6275 W Plano Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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