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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