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MAGUIRE INVESTMENTS LLC
840 First Avenue
Suite 350
King Of Prussia, Pennsylvania 19406
Tel: 610-572-2705
About MAGUIRE INVESTMENTS LLC
MAGUIRE INVESTMENTS LLC, formally registered with the SEC as MAGUIRE INVESTMENTS LLC. The firm was established in 04/27/2012. They have over 1 offices throughout the country.
MAGUIRE INVESTMENTS LLC is a King Of Prussia, Pennsylvania based Financial Planning firm with nearly $240,738,148 assets under management, offering retirement planning & investment advisory services to 300 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164039 |
| SEC# | 801-76579 |
| Assets Managed by Firm | $240,738,148 |
| No. of Clients | 300 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 300 | $240,738,148 |
| Individuals (other than high net worth individuals) | 59 | $8,795,159 |
| High net worth individuals | 45 | $202,082,410 |
| Pension and profit sharing plans | 5 | $6,416,872 |
| Charitable organizations | Fewer than 5 clients | $10,735,964 |
| Other investment advisers | Fewer than 5 clients | $8,495,656 |
| Corporations or other businesses | 7 | $4,212,087 |
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|---|---|---|---|
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