Top financial advisors in Key Largo, FL
We’ve curated a list of the best financial advisors in Key Largo, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$245,334,182
Number of advisors
4 advisors
| $245,334,182 | 4 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 Key Largo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Key Largo. 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.
Mendon Capital Advisors Corp
Mendon Capital Advisors Corp., established in 1996 and based in Key Largo, Florida, is a registered investment adviser with the SEC. The firm specializes in providing advisory services to various investment vehicles, including the RMB Mendon Financial Services Fund, Master Hedge Fund, and separately managed accounts of ELCO Management Company, LLC. As of December 31, 2024, Mendon Capital managed approximately $199,433,083 in client assets on a discretionary basis. For registered investment companies, Mendon Capital charges advisory fees based on a percentage of the average daily net asset value. Fees for separately managed accounts are generally non-negotiable, but the firm may waive fees at its discretion. Mendon Capital also provides sub-advisory services to the Mendon Master Hedge Fund, earning management and incentive fees. The firm's investment strategies focus on the financial services sector, aiming to capitalize on industry consolidation and various macroeconomic environments. Mendon Capital's investment philosophy involves identifying companies meeting specific criteria to benefit from market trends. The firm may utilize options for various purposes, including hedging and income generation. Mendon Capital follows a Code of Ethics emphasizing fiduciary duties and fair dealing. The firm exercises investment discretion based on client objectives and strategies. Additionally, Mendon Capital has policies in place for proxy voting and error resolution to ensure client interests are prioritized. The firm does not participate directly in class action lawsuits but facilitates client engagement with third-party vendors for such matters. Mendon Capital has no financial commitments impairing its ability to meet client obligations and has not undergone bankruptcy proceedings.
$245,334,182 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesSecurity Selection And Consulting 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 Key Largo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Key Largo. 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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