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Jeronimo De Guzman

INCA INVESTMENTS, LLC·MIAMI, Florida
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78 SW 7TH ST, MIAMI, FL 33130CRD# 5164978Firm CRD# 131194
01

About

Jeronimo De Guzman is a registered financial advisor based in MIAMI, Florida, affiliated with INCA INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INCA INVESTMENTS, LLC
INCA INVESTMENTS, LLC
AUM
$486M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INCA INVESTMENTS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5164978
Firm CRD# 131194
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeronimo De Guzman offer?
Jeronimo De Guzman specializes in Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Jeronimo De Guzman's credentials?
Jeronimo De Guzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeronimo De Guzman located?
Jeronimo De Guzman is based in MIAMI, Florida, working with INCA INVESTMENTS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Jeronimo De Guzman charge for services?
Jeronimo De Guzman'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 INCA INVESTMENTS, LLC?
INCA INVESTMENTS, LLC has approximately 9 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INCA INVESTMENTS, LLC

David Michael Borenstein
MIAMI, FL
Fernando Xavier Donayre
MIAMI, FL
Efrain Martin Chavez
MIAMI, FL
Nathan L Woodruff
MIAMI, FL

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Research
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