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MCGUIRE WEALTH MANAGEMENT
MCGUIRE INVESTMENT GROUP, LLC
CRD 296271 · SEC 801-113698
105 MAIN STREET, WAKEFIELD, RI, 02879, United States
Phone
401-364-5000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.06B
Team
5 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $57.0M |
| High net worth individuals | 175 | $977.4M |
| Charitable organizations | 5 | $6.8M |
| Corporations/business entities | 7 | $2.4M |
States served
DE, LA, MA, NY, RI, VA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD