Ucb Financial Advisers Inc.

Ucb Financial Advisers Inc. (CRD# 136434) is a financial advisory firm headquartered in Miami, FL. They manage $3,654,900 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $281,146
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Ucb Financial Advisers Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lina M. Garcia
CRD#: 4447599
800 Brickell Avenue, Suite 1111, Miami, FL 33131
93
Wealthminder
score

Lina Garcia (CRD# 4447599) is an Investment Advisor Representative working at Ucb Financial Advisers Inc. in Miami, FL and has over 15 years of experience in the finance industry.

2
Ramiro J. Sugranes
CRD#: 1660839
1150 South Miami Avenue, Miami, FL 33130
38
Wealthminder
score

Ramiro Sugranes (CRD# 1660839) is an Investment Advisor Representative working at Ucb Financial Advisers Inc. in Miami, FL and has over 18 years of experience in the finance industry.

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