Zain Griffith, financial advisor Woodland Hills CA

Zain Griffith

CRD Number: 5741663
Current Firm: Dash Investments
Compensation Model: Fee Only

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
Contact Info for Zain L. Griffith
By the Numbers
  • Total Assets Under Management
    427
    MILLIONS
  • Total Number of Accounts
    963
    ACCOUNTS
  • Average Account Value
    $443,473
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

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Data verified by both the advisor and the public regulatory data.

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