AP
AP

Ana Maria Parra

16 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
178 clients
Average Client Portfolio
$932K average
Assets Under Management
$165.9M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
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Location

1221 Brickell Avenue, Suite 2040, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ana is a registered representative at UCAP Securities, LLC and a financial advisor at UCAP Asset Management LLC. She also owns Amaazonas Investments Corp, a passive entity established to receive her advisory commissions, requiring minimal time.

Employment History
Current Registrations
Ucap Americas
August 2021 - Present · 4 yrs 6 mos
Ucap Americas
April 2021 - Present · 4 yrs 10 mos
Ucap AmericasBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Insigneo Advisory Services, LLC
October 2020 - March 2021 · 5 mos
Insigneo Securities, LLCBroker
September 2020 - March 2021 · 6 mos
Efg Asset Management (americas) CORP.
November 2019 - September 2020 · 10 mos
Efg Capital Advisors INC.
July 2016 - February 2019 · 2 yrs 7 mos
Efg Capital Advisors LLC
August 2012 - November 2014 · 2 yrs 3 mos
Efg Capital InternationalBroker
April 2009 - September 2020 · 11 yrs 5 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.