At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle.
Zain Griffith (CRD# 5741663) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 15 years of experience in the finance industry.
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Company Name | Location | Dates | Years |
---|---|---|---|
Dash Acquisitions LLC | Woodland Hills, CA | Oct 2009 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- CA
- TX
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Total Assets Under Management427MILLIONS
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Total Number of Accounts963ACCOUNTS
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Average Account Value$443,473
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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