Da Inv

Overview

Da Inv is a small, LLC-structured investment adviser that provides portfolio management to individual and family clients, and small businesses. The firm charges a percentage-of-AUM fee and reports a clear allocation preference toward exchange-traded equities. Advisory services are delivered on a non-discretionary basis, meaning clients retain final trading authority while the firm supplies model allocations and execution recommendations. The firm is not set up as a capital allocator and does not identify as an active ESG investor or pension consultant. Its client mix and account metrics point to a high-volume, low-balance retail orientation rather than a traditional high-net-worth or institutional practice.

Assets & Accounts

Location & Offices