Dash Investments

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Dash Investments is a privately-owned, independent investment advisory firm, managing private client accounts for individuals and families across America. As a Registered Investment Advisor (RIA) firm with the SEC, we are fiduciaries who put our clients’ interests ahead of everything else. We offer a full range of investment advisory and financial services, which are tailored to each client’s unique needs. In addition, each client receives comprehensive financial planning to ensure they are moving towards their financial goals. Our top priority is ensuring that each of our clients receives the guidance they need to achieve their financial goals. This is evidenced by the fact that we have maintained a client retention rate of nearly 100% since our firm’s inception.

Company Details

Employees
8
Founded
-
Address
21600 Oxnard Street,
Phone
+1.800.549.3227
Email
in****@****nts.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Keywords
Bellevue.
HQ
Woodland Hills, California
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