Guzman & Company

Broker-DealerFINRA MemberEst. 1987
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 corporation and is classified in the available data as an investment bank. The firm has been SEC-registered since 1987 and is owned by an individual-owner entity. The profile indicates Guzman & Company does not operate as a capital allocator and is not identified as a multi-state adviser, pension consultant, related adviser, or an active ESG investor. The firm did not provide details on its client base, fee schedule, advisory services, or specific business activities in the source material.

Assets & Accounts

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 8
  • Guilherme Jacob

    Guilherme Jacob

    Investment Banking AnalystCRD 7819877

  • Leopoldo Guzman

    Leopoldo Guzman

    Co-FounderCRD 1609679

  • John Bell

    Institutional Sales TraderCRD 4501271

Unlock 5 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