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MAGUIRE INVESTMENTS LLC
CRD 164039 · SEC 801-76579
840 FIRST AVENUE, SUITE 350, KING OF PRUSSIA, PA, 19406, United States
Phone
610-572-2705
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$253.2M
Discretionary AUM
$225.5M
Team
4 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $13.9M |
| High net worth individuals | 57 | $205.1M |
| Pension/profit sharing plans | 8 | $7.5M |
| Charitable organizations | 5 | $16.6M |
| Corporations/business entities | 8 | $687K |
States served
PA
Official SEC filing: View on IAPD