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DASH INVESTMENTS

DASH ACQUISITIONS INC.

CRD 135281 · SEC 801-113360

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21600 OXNARD STREET, STE. 1755, WOODLAND HILLS, CA, 91367, United States

Phone

800-549-3227

Fax

310-469-5200

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$681.6M

Discretionary AUM

$681.6M

Team

9 total employees; 7 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals92$30.5M
High net worth individuals340$650.4M
Charitable organizations1$745K

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD