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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $14,060,458
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Ucap Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Juan M. Doria
CRD#: 3157084
275 Madison Avenue, 38th Floor, New York, NY 10016
63
Wealthminder
score

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.

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