INCA INVESTMENTS, LLC

78 Sw 7th St
#800
Miami, Florida 33130
Tel: 305-722-4300

About INCA INVESTMENTS, LLC

INCA INVESTMENTS, LLC, formally registered with the SEC as INCA INVESTMENTS, LLC. The firm was established in 06/18/2004. They have over 3 offices throughout the country.

INCA INVESTMENTS, LLC is a Miami, Florida based Financial Planning firm with nearly $486,042,385 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131194
SEC#	801-63234
Assets Managed by Firm	$486,042,385
No. of Clients	3
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$486,042,385

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