DASH INVESTMENTS
Woodland Hills, California
5.0
22 Reviews
Dash Investments, based out of Woodland Hills, CA, is a distinguished investment advisory firm catering to high net worth individuals. With over 40 individual clients, Dash Investments boasts an impressive $247,465,000 in assets under management. Their commitment to excellence is reflected in their three office locations and a team of seven dedicated professionals, four of whom provide expert investment advisory services. Dash Investments' primary focus is on discretionary asset management, ensuring that their clients' portfolios are handled with utmost care and expertise. Their compensation structure includes various types, such...
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Assets Under Mgmt

$247.46M

Investment Professionals

4

Locations

2

% 401K & Individual

5%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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