Top financial advisors in Davie, FL
We’ve curated a list of the best financial advisors in Davie, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$208,920,901
Number of advisors
4 advisors
| $208,920,901 | 4 advisors | |
| 2 |
Assets under management
$72,488,469
Number of advisors
2 advisors
| $72,488,469 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Davie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Davie. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Cannon Global Investment Management, LLC
Cannon Global Investment Management, LLC, established in January 2017, offers discretionary investment advice primarily to Cannon Global Fund, LP and Cannon Global A2 Fund, LP, as well as separately managed accounts for institutional investors. The firm's investment strategy focuses on generating capital appreciation through proprietary trading strategies targeting short-term market inefficiencies within the global equity market. The Funds may also invest in cleared derivatives contracts and listed equity securities, utilizing leverage and monitoring portfolios to maximize risk-adjusted returns. Clients typically include high net worth individuals and institutional investors, with a minimum initial investment of $1,000,000 for the Funds. Fees are detailed in the Governing Documents, with investors in Cannon Global A2 Fund, LP paying an annualized management fee of 0.3%, while investors in Cannon Global Fund, LP do not pay management fees. Performance-based allocations are made to the Cannon GPs, with procedures in place to ensure fair allocation of investment opportunities among clients. The firm discloses its Code of Ethics, personal trading policies, and proxy voting procedures, emphasizing compliance with regulations and ethical conduct. Cannon Global Investment Management manages $105,483,957 of regulatory assets under management as of December 31, 2024, on a discretionary basis.
$208,920,901 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPatterson Investments, Inc.
Patterson Investments, Inc. is a financial advisory firm based in Davie, Florida. It currently has approximately $72,488,469 of assets under management and employs about 2 people. Patterson Investments, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$72,488,469 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesEducational Seminars/workshopsAsset Allocation Review Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Davie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Davie. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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