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 |
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 Durham, 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.
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.
Get matched with an advisorMethodology
To find the top financial advisors in Durham, 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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