Daniel James Mcenroe
Investment adviser representative at Azimuth Capital Management
22 yearsExperience
1 stateRegistered in
CFADesignation
$4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Azimuth Capital ManagementJan 2025 to now
- Azimuth Capital Investment Management LLCApr 2022 to now
- Azimuth Capital ManagementSep 2004 to Apr 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Azimuth Capital Management
Legal name: Azimuth Capital Investment Management LLC
$4BAssets managed
404Clients
10Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4830069
- Firm CRD
- 319062