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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Doral, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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.
Get matched with an advisorMethodology
To find the top financial advisors in Doral, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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