$28.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
6 Employees
110,459 ADV. Clients
1 yrs Firm Age
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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2024
- Office Locations
- 1
Office Locations
9TH Floor, 107 Cheapside London --
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).
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$253 AVG AUM / CLIENT
1.6 yrs AVG TENURE
6 Employees
1 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Mendoza Monroy Alfonso
Chief Compliance Officer, Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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