Dash Investments
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
21600 Oxnard St Ste 1755, Woodland Hills...Phone Number
(800) 549-3227Website
www.dashinvestments.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Dash Investments
Dash Investments is a fiduciary financial advisory firm that has been providing comprehensive services for over 20 years, focusing on Financial Planning, Portfolio Management, Income Planning, and Tax Planning. They offer personalized money management services designed to extend the life of clients' assets and help achieve financial goals. The firm emphasizes a tailored approach to portfolio management, ensuring that investments align with individual client needs. Dash Investments aims to alleviate clients' financial uncertainties by providing expert guidance and resources for effective wealth management.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Dash Investments is experiencing very low activity levels compared to other companies in the Finance sector.
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Dash Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dash Investments.
Dash Investments Tech Stack
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Dash Investments is a fiduciary financial advisory firm that has been providing comprehensive services for over 20 years, focusing on Financial Planning, Portfolio Management, Income Planning, and Tax Planning. They offer personalized money management services designed to extend the life of clients' assets and help achieve financial goals. The firm... Read More
