Daniel
Eberhardt Guzman
Microvest Capital Management LLC
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About this Advisor
Daniel Eberhardt Guzman is a financial advisor based in Bethesda, Maryland, working with Microvest Capital Management LLC. Daniel has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, University Of Maryland, Enterprise Holdings, Smithsonian Enterprises, George Mason University, Mosaic Sales Solutions, Chick-Fil-A, Westfield High School, Burger King, and Microvest Capital Management, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Daniel is part of Microvest Capital Management LLC, which operates out of Bethesda, Maryland. The firm has 11 employees and manages assets totaling $226.3 million. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Microvest Capital Management LLC includes asset-based, fixed, and performance-based fees.
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Microvest Capital Management LLC Brokerage Details
$226,325,954
11
10
$22,632,595
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Daniel Eberhardt Guzman Work History
Microvest Capital Management, LLC
University Of Maryland
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Enterprise Holdings
Enterprise Holdings
George Mason University
Mosaic Sales Solutions
Smithsonian Enterprises
George Mason University
Chick-Fil-A
Burger King
Westfield High School
Disclosures
Please visit the SEC profile of Daniel Eberhardt Guzman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Microvest Capital Management LLC
Bethesda, MD
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