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MCGUIRE WEALTH MANAGEMENT
105 Main Street
Wakefield, Rhode Island 02879
Tel: 401-364-5000
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 $707,642,527 assets under management, offering retirement planning & investment advisory services to 774 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296271 |
| SEC# | 801-113698 |
| Assets Managed by Firm | $707,642,527 |
| No. of Clients | 774 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 774 | $707,642,527 |
| Individuals (other than high net worth individuals) | 123 | $49,121,430 |
| High net worth individuals | 154 | $634,267,492 |
| Pension and profit sharing plans | Fewer than 5 clients | $12,333,857 |
| Charitable organizations | 5 | $5,524,639 |
| Corporations or other businesses | Fewer than 5 clients | $6,395,109 |
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