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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Maguire Investments LLC
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|---|---|
| CRD # | 164039 |
| SEC # | 801-76579 |
| CIK # | |
| AUM | $269.0 M (2025-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 610-572-2705 |
| Address | 840 First Avenue King of Prussia, PA 19406 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 12.3 |
| (b) Individuals (high net worth individuals) | 47 | 222.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 7.0 |
| (h) Charitable organizations | 0 | 13.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 8.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 318 | 269.0 |
| By Discretionary | ||
| Discretionary | 310 | 200.9 |
| Non-Discretionary | 8 | 68.1 |
| Total | 318 | 269.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.0 | |
| Total | 318 | 269.0 |
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|---|---|---|
|
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|
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GA | 0.3 |
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Capital Market Strategies LLC
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|
Vital Wealth Management LLC
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IL | 0.3 |
|
JFR Financial Services Inc
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|
MI | 0.3 |
|
Fiscal Wisdom Wealth Management LLC
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|
CT | 0.3 |
|
Trunorth Financial Services Inc
✚
|
PA | 0.3 |