Dash Investments
Dash Investments (CRD# 135281) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $427,064,818 in 963 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management427MILLION
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Total Number of Accounts963ACCOUNTS
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Average Account Value$443,473
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jeffrey Bowlby (CRD# 6199056) is an Investment Advisor Representative working at Dash Investments in Woodland Hills, CA and has over 10 years of experience in the finance industry.
Jonathan Dash (CRD# 4947303) is an Investment Advisor Representative working at Dash Investments in Woodland Hills, CA and has over 18 years of experience in the finance industry.
At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle.
Zain Griffith (CRD# 5741663) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 15 years of experience in the finance industry.
Jachin Vercher (CRD# 6462690) is an Investment Advisor Representative working at Dash Investments in Woodland Hills, CA and has over 8 years of experience in the finance industry.