Zain Griffith
Dash Investments · Miami, Florida
Zain Griffith is a fee-only financial advisor at Dash Investments in Miami, Florida. Zain charges a percentage of assets and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Dash Investments |
|---|---|
| Based in | Miami, Florida |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $681.6M across 1,295 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5741663 |
| Exams passed | Series 65 (2009) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.dashinvestments.com |
| Profile |
How Zain's firm compares
- Dash Investments's average account is about $526,000, from its Form ADV (assets managed divided by 1,295 accounts).
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Questions about Zain
Is Zain Griffith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zain holds no broker registration, and Dash Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zain charge for financial advice?
Zain charges a percentage of assets.
Where is Zain Griffith based?
Zain Griffith is based in Miami, Florida.
What does Zain specialize in?
Zain's specialties include retirement planning and tax planning.
Is Zain Griffith registered with the SEC?
Yes. Zain Griffith is registered as an investment adviser representative in CA and TX (CRD 5741663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dash Investments manage?
Dash Investments reports $681.6M across 1,295 accounts in assets under management.
How do I contact Zain Griffith?
Through Zain's website, www.dashinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Miami
Other advisors in Florida who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Dash Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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