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UCAP AMERICAS
1221 Brickell Avenue
Suite 2040
Miami, Florida 33131
Tel: 646-809-3600
About UCAP AMERICAS
UCAP AMERICAS, formally registered with the SEC as UCAP AMERICAS. The firm was established in 05/06/2014. They have over 1 offices throughout the country.
UCAP AMERICAS is a Miami, Florida based Financial Planning firm with nearly $165,443,081 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170846 |
| SEC# | 801-79625 |
| Assets Managed by Firm | $165,443,081 |
| No. of Clients | 222 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Other (12B-1 FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (INSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 222 | $165,443,081 |
| Individuals (other than high net worth individuals) | 77 | $15,171,901 |
| High net worth individuals | 104 | $98,603,257 |
| Corporations or other businesses | 41 | $51,667,923 |
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