105 Main Street
Wakefield, Rhode Island 2879
Tel: 401-364-5000
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 296271 |
SEC# | 801-113698 |
Assets Managed by Firm | $558,229,079 |
No. of Clients | 743 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 743 | $558,229,079 |
Individuals (other than high net worth individuals) | 127 | $17,191,782 |
High net worth individuals | 139 | $508,594,707 |
Pension and profit sharing plans | Fewer than 5 clients | $15,163,439 |
Charitable organizations | 5 | $4,617,552 |
Corporations or other businesses | Fewer than 5 clients | $12,661,599 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$152,386,258,592 | 620 | 199 | |
$23,513,292,817 | 37 | 165 | |
$8,599,323,060 | 23 | 65 | |
$6,960,227,088 | 47802 | 613 | |
$1,683,043,951 | 1734 | 19 |
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