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FIRM PROFILE
Overview
UCAP AMERICAS is located at 1221 Brickell Avenue Suite 2040, Miami, FL 33131 and was first established at Florida, Delaware in 05/22/2014. After operating for 11 years, UCAP AMERICAS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of UCAP AMERICAS’s clients are individuals and 0% of their clients are high net worth individuals. UCAP AMERICAS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at UCAP AMERICAS are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access UCAP AMERICAS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at UCAP AMERICAS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for UCAP AMERICAS Comes From
Understanding the Statistics for UCAP AMERICAS and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1221 Brickell Avenue Suite 2040, Miami, FL 33131
1221 Brickell Avenue Suite 2040, Miami, FL 33131
Small
(786) 558-1207
Delaware since 05/22/2014
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at UCAP AMERICAS
Susan Disdier
Alma Estrada
Lourdes Marina Stauffer
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