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Home > Retirement Planners > california > woodland hills > DASH INVESTMENTS
DASH INVESTMENTS
21600 Oxnard Street
Ste. 1755
Woodland Hills, California 91367
Tel: 800-549-3227
About DASH INVESTMENTS
DASH INVESTMENTS, formally registered with the SEC as DASH INVESTMENTS. The firm was established in 06/01/2018. They have over 2 offices throughout the country.
DASH INVESTMENTS is a Woodland Hills, California based Financial Planning firm with nearly $554,102,397 assets under management, offering retirement planning & investment advisory services to 1149 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135281 |
| SEC# | 801-113360 |
| Assets Managed by Firm | $554,102,397 |
| No. of Clients | 1149 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1149 | $554,102,397 |
| Individuals (other than high net worth individuals) | 93 | $26,393,485 |
| High net worth individuals | 317 | $527,708,912 |
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