Ucap Asset Management LLC
Ucap Asset Management LLC (CRD# 170846) is a financial advisory firm headquartered in New York, NY. They manage $126,544,124 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management127MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$14,060,458
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Juan Doria (CRD# 3157084) is an Investment Advisor Representative working at Ucap Asset Management LLC in New York, NY and has over 8 years of experience in the finance industry.