Guzman & Company

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Coral Gables, Florida
CRD number
21013
Registered since
November 6, 1987

Firm profile

FINTRX

Overview

Guzman & Company is organized as a privately held corporation and is classified as an investment bank. Public details identify individual ownership rather than institutional or corporate ownership. The firm is not designated as a capital allocator and is not identified as an active ESG investor. It also is not listed as a multistate adviser, pension consultant, or related adviser. There are no firm-level descriptions of client segments, fee schedules, or advisory activities in the available records, so the precise scope of services and target clients is not specified.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth