Overview
Assets Under Management: $554 million
Headquarters: WOODLAND HILLS, CA
High-Net-Worth Clients: 334
Average Client Assets: $2 million
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