Top financial advisors in Doral, FL
We’ve curated a list of the best financial advisors in Doral, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$208,227,264
Number of advisors
12 advisors
| $208,227,264 | 12 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 Doral, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Doral. 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.
She Ddf1 Manager LLC
Safe Harbor Capital Partners, operating as SHE DDF1 Manager, LLC, is a real estate private credit investment firm established in 2014. The firm specializes in providing investment advisory services to pooled investment vehicles focusing on acquiring commercial mortgage debt instruments. They engage in tactics such as workouts, foreclosures, and short sales to create monetization events. Safe Harbor manages $355,412,612 of regulatory assets under management as of December 31, 2024, on a discretionary basis. Clients are high-net-worth individuals, pension plans, trusts, financial institutions, and other entities meeting suitability requirements. The firm charges an annual management fee based on a fixed rate or percentage of a Fund's committed or invested capital, paid quarterly. Additionally, Safe Harbor may receive a performance fee based on realized gains above a benchmark. The firm does not participate in wrap fee programs and tailors its services to align with each Fund's investment strategy and objectives. Safe Harbor Capital Partners has no disciplinary events in the past ten years and does not engage in brokerage practices involving soft dollars or directed brokerage. The firm exercises full discretionary authority over client assets, subject to Fund limitations, and does not generally vote on client securities. Safe Harbor Capital Partners maintains custody of client assets through independent qualified custodians and adheres to the Custody Rule requirements.
$208,227,264 under management
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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 Doral, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Doral. 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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