Dash Acquisitions Inc. is a large advisory firm based in Woodland Hills. It manages $149.49 million of regulatory assets for 379 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alaska, Arizona, California, and 16 other states.
Dash Acquisitions provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dash Acquisitions Inc. is $149.49 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dash Acquisitions Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Jonathan Dash is high net worth individuals with 140 clients and $137.57 million of assets under management. Among the 10 most similar advisory firms, Dash Acquisitions has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $149.49 million for 168 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Dash Acquisitions doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jonathan Dash has been acting as President since 1 Jan 2004. Zain L. Griffith joined the executive team most recently as the Chief Financial Officer/Chief Compliance Officer.
The principal office where Dash Acquisitions Inc. performs its advisory services is located at 21600 Oxnard Street, Woodland Hills, CA 91367 The mailing address of the firm is 22919 Calvert Street, Woodland Hills, CA 91367. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-549-3227 or by fax 310-469-5200. The normal business hours are 6am - 6pm on Monday - Friday. You can find more information about the New York firm at dashacq.com.