Dash Investments

Dash Investments (CRD# 135281) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $93,734,953 in 336 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $278,973
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Dash Investments
Showing 1 - 3 of 3 top financial advisors.
1
Morris M. Amiri
CRD#: 4266581
9701 Wilshire Blvd., Suite 1000, Beverly Hills, CA 90212
103
Wealthminder
score

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. 

 

Morris Amiri (CRD# 4266581) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 20 years of experience in the finance industry.

2
Zain L. Griffith
CRD#: 5741663
One Sansome Street, Suite 3500, San Francisco, CA 94104
103
Wealthminder
score

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.

3
Jonathan Dash
CRD#: 4947303
9701 Wilshire Blvd.,, Suite 1000, Beverly Hills, CA 90212
93
Wealthminder
score

Jonathan Dash (CRD# 4947303) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 12 years of experience in the finance industry.

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