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
- in****@****nts.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- dashinvestments.com
- Keywords
- Bellevue.
- HQ
- Woodland Hills, California
Dash Investments Questions
Dash Investments's helpline number is +1.800.549.3227
Dash Investments's website is dashinvestments.com
Dash Investments's LinkedIn profile is https://www.linkedin.com/company/dash-investments
Dash Investments has
8 employees.
View email and phone details for 8
employees at Dash Investments.
Dash Investments's industry is
Investment Management
Dash Investments's top competitors are
Peak American Financial Companies, Inc.,
Pcm Encore,
Fields Wealth Management,
Sfmg Wealth Advisors,
Tolleson Wealth Management,
Evergreen Wealth,
Fisher Investments,
Earned,
Lee Financial,
Whitley Penn.
Dash Investments's support email address is info@dashinvestments.com
Dash Investments's categories are Investment Management
Dash Investments's founding year is 2004
