Top financial advisors in Pompano Beach, FL
We've curated a list of the best financial advisors in Pompano Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $303,688,232 Number of advisors 5 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 generate our top financial advisors list in Pompano Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pompano Beach. 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.
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.
Strategic Asset Management Group Advisors
Strategic Asset Management Group Advisors, Inc. is a registered investment adviser based in Fort Lauderdale, Florida, established in 2005. The firm offers personalized investment advisory services, including a Wrap-Fee Program and the selection of other advisers. The Wrap-Fee Program is designed to provide professional asset management for clients, with assets held at Pershing, LLC. Clients have discretion over their investments, with the portfolio manager or third-party adviser managing the portfolio based on predefined objectives and risk tolerance. Fees are based on a percentage of assets under management, with the fee payable quarterly in advance. The firm also offers non-wrap-fee accounts on a non-discretionary basis. Strategic Asset Management Group Advisors, Inc. does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations, with a minimum account size of $1,000,000 for the Wrap-Fee Account. The firm's investment strategies include charting analysis, fundamental analysis, technical analysis, cyclical analysis, long-term purchases, and short-term purchases. Strategic Asset Management Group Advisors, Inc. does not have any reportable disciplinary information and does not vote proxies on behalf of clients. The firm prioritizes client privacy and maintains safeguards to protect personal information.
$303,688,232 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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 generate our top financial advisors list in Pompano Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pompano Beach. 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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