Lourdes Marina Stauffer

Ucap Americas

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Ucap Americas

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

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.

Other Business Activities

Lourdes is a registered representative at UCAP Securities, LLC and a financial advisor at UCAP Asset Management LLC. Potential conflicts of interest are addressed in the UCAP Asset Management, LLC Compliance Manual.