Overview
Assets Under Management: $554 million
Headquarters: WOODLAND HILLS, CA
High-Net-Worth Clients: 334
Average Client Assets: $2 million
Frequently Asked Questions
DASH ACQUISITIONS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135281), DASH ACQUISITIONS INC. is subject to fiduciary duty under federal law.
DASH ACQUISITIONS INC. is headquartered in WOODLAND HILLS, CA.
DASH ACQUISITIONS INC. serves 334 high-net-worth clients according to their SEC filing dated January 07, 2025. View client details ↓
According to their SEC Form ADV, DASH ACQUISITIONS INC. offers financial planning and portfolio management for individuals. View all service details ↓
DASH ACQUISITIONS INC. manages $554 million in client assets according to their SEC filing dated January 07, 2025.
According to their SEC Form ADV, DASH ACQUISITIONS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 334
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,149
Discretionary Accounts: 1,149
Regulatory Filings
CRD Number: 135281
Last Filing Date: 2025-01-07 00:00:00
Website: https://dashinvestments.com