Dash Investments
Dash Investments is a privately-owned, independent investment advisory firm, managing private client accounts for individuals and families across America. As a Registered Investment Advisor (RIA) firm with the SEC, we are fiduciaries who put our clients’ interests ahead of everything else. We offer a full range of investment advisory and financial services, which are tailored to each client’s unique needs. In addition, each client receives comprehensive financial planning to ensure they are moving towards their financial goals. Our top priority is ensuring that each of our clients receives the guidance they need to achieve their financial goals. This is evidenced by the fact that we have maintained a client retention rate of nearly 100% since our firm’s inception.
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Verified contacts
5
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
145
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- BF
Brett Frascati
Vice President · General Business & Management
EmailPhone - ZG
Zain Griffith
Senior Vice President · General Business & Management
EmailPhone - JD
Jonathan Dash
Founder, CEO & Chief Investment Officer · General Business & Management
EmailPhone - RB
Robert Badger
Financial Counselor · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Dash Investments
4 distinct titles indexed · top 4 shown.
- 1financial counselor
- 1founder, ceo & chief investment officer
- 1senior vice president
- 1vice president
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