Dash Investments
4849 Greenville Avenue
Ste 100
Dallas, TX 75206
4157489181
About Dash Investments
The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.
Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.
Read articles by Jonathan Dash
See Disclosures
General Information
Firm Start Year
2004
No. of Employees
5-9
automated call
Yes
Firm CRD#
135281
States Licensed in
All 52 States
Years of Experience in Financial Services
15
Number of Years with Current Firm
14
Work with the following types of clients
High-net-worth families, Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Qualifications & Membership
Securities Licenses
Series 65, Series 63
Firm Information
Firm's Number of Clients
300
Firm's Number of Planning Clients
300
Firm's Number of Managed Clients
300
Assets Managed by Firm
370000000
Advisor's Number of Clients
300
Advisor's Number of Managed Clients
300
Advisor's Number of Planning Clients
300
Assets Managed by Advisor
370000000
Compensation and Fees
Fee Structure
Fee-Only
Education
BS Finance Magna Cum Laude - Finance
California Polytechnic State University
9/1/2003 -6/1/2007
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Solicitor's Written Disclosure Document: https://dashinvest.box.com/v/WrittenDisclosureStatement Disclosure Brochure (Form ADV, Part 2): https://dashinvest.box.com/v/FormADVBrochure. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Dash at 1-800-549-3227.
https://dashinvest.box.com/v/FormCRSPart3
https://dashinvest.box.com/v/DisclosuresRequirementsgips
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1874277/rothira-Dash-Investments-detailed-disclosure.html