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Maguire Investments LLC
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CRD # | 164039 |
SEC # | 801-76579 |
CIK # | |
AUM | $240.7 MM (2024-03-27) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 610-687-4900 |
Address | 840 First Avenue King of Prussia, PA 19406 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 51 | 7.5 |
(b) Individuals (high net worth individuals) | 44 | 186.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 5.3 |
(h) Charitable organizations | 0 | 9.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 8.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 3.4 |
(n) Other | 0 | 0.0 |
Total | 276 | 220.3 |
By Discretionary | ||
Discretionary | 265 | 153.3 |
Non-Discretionary | 11 | 67.0 |
Total | 276 | 220.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 220.3 | |
Total | 276 | 220.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Rise Advisors LLC
✚
|
NY | 0.3 |
SWMG LLC
✚
|
TX | 0.2 |
Boulder Wealth Advisors LLC
✚
|
CO | 0.2 |
Nelson Securities Inc
✚
|
WA | 0.2 |
Commonwealth Retirement Investments LLC
✚
|
VA | 0.2 |
Sandeep Varma Wealth Strategies LLC
✚
|
CA | 0.2 |
GER Loftin Wealth Advisors LLC
✚
|
GA | 0.2 |
Claris Financial LLC
✚
|
VA | 0.2 |
Mattia and Associates LLC
✚
|
FL | 0.2 |
LPFG LLC
✚
|
OH | 0.2 |