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MCGUIRE WEALTH MANAGEMENT

105 Main Street
Wakefield, Rhode Island 2879
Tel: 401-364-5000

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About MCGUIRE WEALTH MANAGEMENT

MCGUIRE WEALTH MANAGEMENT, formally registered with the SEC as MCGUIRE WEALTH MANAGEMENT. The firm was established in 07/26/2018. They have over 1 offices throughout the country.

MCGUIRE WEALTH MANAGEMENT is a Wakefield, Rhode Island based Financial Planning firm with nearly $558,229,079 assets under management, offering retirement planning & investment advisory services to 743 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#296271
SEC#801-113698
Assets Managed by Firm$558,229,079
No. of Clients743
No. of Advisors3

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total743$558,229,079
Individuals (other than high net worth individuals)127$17,191,782
High net worth individuals139$508,594,707
Pension and profit sharing plansFewer than 5 clients$15,163,439
Charitable organizations5$4,617,552
Corporations or other businessesFewer than 5 clients$12,661,599

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