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DM

Daniel J. Mcenroe

AZIMUTH CAPITAL MANAGEMENT
Bloomfield Hills, MI 48304
Some features on this profile are disabled
CRD#: 4830069
DM

Professional summary

Daniel James Mcenroe, who also goes by Daniel J. Mcenroe, is a registered financial advisor currently at AZIMUTH CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel J. Mcenroe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Mcenroe's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 8, 2022 - Present

AZIMUTH CAPITAL MANAGEMENT

Office #1: 200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304
RIA
CRD#: 319062
Bloomfield Hills, MI
Past

April 6, 2010 - April 7, 2022

AZIMUTH CAPITAL MANAGEMENT LLC

RIA
CRD#: 132308
BLOOMFIELD HILLS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AZIMUTH CAPITAL MANAGEMENT
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT

CRD#: 319062 / SEC#: 801-123448

RIA
Registered Investment Advisory firm - (3/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(4/8/2022)

Exams

Current Firm

AC
AZIMUTH CAPITAL MANAGEMENT
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT

CRD#: 319062 / SEC#: 801-123448

RIA
Registered Investment Advisory firm - (3/14/2022 Approved)
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Contact information

Main Address
200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 433-4000
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,566
AUM (Assets Under Management)$ 3,826,396,548

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AZIMUTH CAPITAL MANAGEMENT

CRD#: 319062Bloomfield Hills, MI 48304

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