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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2021
- Office Locations
- 1
Office Locations
About Dasta Investments LLC
dub (DASTA) is a retail investing app that lets users copy-trade portfolios from 200+ vetted Creators, with trades automatically mirrored in a dub Financial brokerage account. The platform focuses on US-listed registered securities and ETFs, with advisory services provided by dub Advisors (SEC-registered). Accounts are SIPC-insured up to $500,000 and cleared via Apex, and the app reports a 4.7 App Store rating.
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Owner & Executives
JUSTIN MATTHEW RAMIREZ
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4819041
- Ownership
- Less than 5%
Steven Yuchi Wang
--
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,786,390 | $3,025 |
| Non-Discretionary | $0 | -- |
| Total | $81,786,390 | $3,025 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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