Guzman & Company

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
11
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Guzman & Company is structured as a corporation and operates as an investment bank. The firm has been SEC-registered since 1987 and is privately held by an individual owner. Publicly reported attributes indicate Guzman & Company does not function as a capital allocator and is not identified as an active ESG investor. Available registry fields also flag the firm as not being a multi-state adviser, not newly formed, and not serving in a pension consultant or related-adviser capacity. The source dataset does not include a description of the firm’s client base, fee model, specific business lines, or the advisory services it provides.

Location & Offices

Investment profile

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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

2 of 2
  • Peter Bazylewicz

    Peter Bazylewicz

    Chief Operating OfficerCRD 2142678

  • Luis Toribio

    Luis Toribio

    Chief Compliance OfficerCRD 6248172

Contacts

3 of 9
  • Guilherme Jacob

    Guilherme Jacob

    Investment Banking AnalystCRD 7819877

  • Boris Stoikow

    Boris Stoikow

    OperationsCRD 7844406

  • Leopoldo Guzman

    Leopoldo Guzman

    Co-FounderCRD 1609679

Unlock 6 more contacts

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