GUZMAN & COMPANY
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 21013
- Registered since
- November 6, 1987
- Website
- www.guzman.com
Firm profile
FINTRXOverview
Guzman & Company is a corporation classified as an investment bank and has been SEC-registered since 1987. The firm is individually owned and does not present itself as a capital allocator. Available records show it is not identified as a multi-state adviser, is not flagged as an active ESG investor, and is not listed as a pension consultant or related adviser. Public materials do not describe advisory or portfolio-management activity typical of wealth-management RIAs.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1LUIS TORIBIO
Chief Compliance OfficerCRD 6248172
Contacts
3 of 10Guilherme Jacob
Investment Banking AnalystCRD 7819877
Boris Stoikow
OperationsCRD 7844406
LEOPOLDO GUZMAN
Co-FounderCRD 1609679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 101 Aragon Ave
- Time zone
- ET (UTC-5)
- Office locations
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