1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DASH INVESTMENTS

Map pinWOODLAND HILLS, CA
Phone800-549-3227
NotebookSEC #801-113360
Total AUM
$681.6M
Employees
9
Clients
433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21600 OXNARD STREET
STE. 1755
WOODLAND HILLS
CA 91367
United States
Operating Hours
6AM - 6PM
Monday - Friday
Phone
800-549-3227
Other Offices
1

ReceiptFinancials

Total AUM
$681.6M
Accounts
1,295
Discretionary
$681.6M
Accounts
1,295
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
92
AUM
$30.5M
HNW Individual Clients
340
AUM
$650.4M
Charitable Organization Clients
1
AUM
$744.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account