Top financial advisors in Farmingdale, NJ
We’ve curated a list of the best financial advisors in Farmingdale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,408,826,000
Number of advisors
12 advisors
| $1,408,826,000 | 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.
Methodology
To generate our top financial advisors list in Farmingdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Farmingdale. 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.
Cherry Hill Mortgage Management, LLC
Cherry Hill Mortgage Management, LLC is a Registered Investment Adviser specializing in managing the assets of Cherry Hill Mortgage Investment Corporation (NYSE: CHMI), a residential real estate finance company. Established in 2012, the firm's investment strategy focuses on residential mortgage-related assets in the United States, balancing risk and reward opportunities. With $1,392,992,000 in discretionary regulatory assets under management for CHMI, the firm charges a management fee of 1.50% per annum. CHMM manages CHMI's portfolio on a discretionary basis, investing in residential mortgage-related assets and derivatives to maintain CHMI's status as a real estate investment trust. The firm's services are tailored to CHMI's specific needs, and it does not engage in wrap fee programs. CHMM's compensation is detailed in CHMI's Annual Report, and there are no performance-based fees. The firm's investment philosophy aims to generate attractive yields and total returns for stockholders over the long term. Risk factors include market conditions, interest rate changes, delinquencies, and cybersecurity risks. CHMM has not been involved in any legal or disciplinary events and has a material relationship with Freedom Mortgage Corporation. The firm has custody of CHMI's assets and exercises investment discretion in implementing the client's strategies.
$1,408,826,000 under management
12 advisors
Fee structure
PERCENT OF ADJUSTED STOCKHOLDER EQUITY OF CLIENT
Services offered
Nyse Listed Real Estate Finance Company
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 Farmingdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Farmingdale. 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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