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INCA INVESTMENTS, LLC
INCA INVESTMENTS, LLC
MIAMI, Florida
·
5 registered advisors
·
CRD# 131194
SEC# 801-63234
2
305-722-4300
01
Firm Overview
AUM
$486M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at INCA INVESTMENTS, LLC
5 registered advisors
David Michael Borenstein
MIAMI, Florida
CRD# 6620025
Efrain Martin Chavez
MIAMI, Florida
CRD# 2898663
Fernando Xavier Donayre
MIAMI, Florida
CRD# 4787761
Jeronimo De Guzman
MIAMI, Florida
CRD# 5164978
Nathan L Woodruff
MIAMI, Florida
CRD# 5976179
05
Office Locations
MIAMI, Florida
5 advisors
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Data sourced from SEC Form ADV filings. INCA INVESTMENTS, LLC (CRD# 131194) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.