DASH ACQUISITIONS INC.
DBA: DASH INVESTMENTS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $681.6M |
| Discretionary | $681.6M100% of AUM |
| Client Accounts | 1,295 |
| Avg Account Size | $526K |
| Employees | 9 |
| Peak AUM | $681.6MMar 2026 |
| AUM CAGR | +21.2% /yrover 8 yrs · 28 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $682M | +9.9% | +40.2% | +28.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $681.6M |
| Discretionary | $681.6M |
| Employees | 9 |
| Client Accounts | 1295 |
| Client Range | 0 |
Contact & Location
Address
21600 OXNARD STREET
WOODLAND HILLS CA 91367
Phone
800-549-3227
Filing History
28 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$682M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported