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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2024
- Office Locations
- 1
Office Locations
About DA INV
DolarApp is a fintech app for people who need cross-border money movement. Users can buy and hold digital dollars/euros with local pesos in seconds, send/receive transfers from the U.S. or Europe, and spend globally with a card at transparent FX rates. Banking services are provided by Regent Bank (FDIC member).
Reported data analysis
What the numbers show
Between July 1, 2025 and September 21, 2026, reported AUM increased 1900.0%, from $1.4M to $28.0M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 110,459 clients, or 110,459 clients per representative. That equates to $253 in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on September 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
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Owner & Executives
Mendoza Monroy Alfonso
Chief Compliance Officer, Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,000,000 | $253 |
| Total | $28,000,000 | $253 |
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Separately Managed Accounts
SMA allocation detail is available
DA INV has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.