Maguire Investments LLC

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Assets, Funds, Holdings

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Maguire Investments LLC
CRD #164039
SEC #801-76579
CIK #
AUM $240.7 MM (2024-03-27)
Employees 4 (75% Investors, 0% Brokers)
Phone610-687-4900
Address840 First Avenue
King of Prussia, PA 19406
Source [IAPD]
Total AUM ($MM)
3002401801206002009201420192025
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
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