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Ana Lucia Aguirre

INCASA LLC·MIAMI, Florida
SIE, Series 7, Series 7TO, Series 63Clean recordINCASA LLC
1395 BRICKELL AVE STE 900, MIAMI, FL 33131CRD# 4379824Firm CRD# 174058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ana Lucia Aguirre · MIAMI, FL
Registration
CRD #4379824 · INCASA LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INCASA LLC
CRD 174058 · SEC 801-80811
AUM
$548M
Regulatory assets under management
Employees
2
7 client accounts
Services offered by INCASA LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at INCASA LLC →
Introduction

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04

Frequently Asked Questions

What services does Ana Lucia Aguirre offer?
Ana Lucia Aguirre specializes in Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Ana Lucia Aguirre's credentials?
Ana Lucia Aguirre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ana Lucia Aguirre located?
Ana Lucia Aguirre is based in MIAMI, Florida, working with INCASA LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Ana Lucia Aguirre charge for services?
Ana Lucia Aguirre's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INCASA LLC?
INCASA LLC has approximately 2 employees and manages $548M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INCASA LLC

John Carlos Salas
MIAMI, FL
Anthony S. Hussain
MIAMI, FL
Edward Francisco Salas
MIAMI, FL

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Research
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