Top financial advisors in Durham, NH
We’ve curated a list of the best financial advisors in Durham, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$7,376,077
Number of advisors
3 advisors
| $7,376,077 | 3 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 Durham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Durham. 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.
Sintra Capital Corp
Sintra Capital Corporation is an investment advisory firm established in 1987 and registered with the SEC since 2001. Specializing in emerging market investing, the firm offers managed accounts for accredited investors and private investment companies on a discretionary basis. Chief Investment Officer John H. Pinto leads the firm, providing investment advice primarily on a non-discretionary basis to high net worth individuals. Clients typically have a minimum account size of $100,000. Sintra Capital charges management fees of approximately 1/12 of 2% of net asset value and incentive fees of around 20% of net realized appreciation. The firm's investment strategy focuses on seeking long-term capital appreciation by investing in equity and debt securities of companies in Asia, Latin America, and other global markets. Clients should be prepared for risks associated with investing in emerging markets, including currency fluctuations and political uncertainties. Sintra Capital primarily uses fundamental analysis and may engage in short-term trading depending on market conditions. The firm has no disciplinary events, and the principal officer is a registered representative of a broker-dealer with no material business with advisory clients. Sintra Capital does not have custody of client funds or securities and exercises investment discretion for qualified investors.
$7,376,077 under management
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
DETERMINED BY AGREEMENT
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 Durham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Durham. 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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