MAGUIRE ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- OAK BROOK, Illinois
- CRD number
- 132407
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI88.75%
- Individuals11.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Maguire Asset Management, LLC is a small, fee-based advisory firm focused on personalized portfolio management for individuals, families and small businesses, with additional work for business or institutional clients through pension consulting. The firm emphasizes fixed-income strategies; its largest single asset allocation is to U.S. government bonds, which function as a core holding across client portfolios. Engagements are delivered on a discretionary and non-discretionary basis, and the firm charges a percentage of AUM for ongoing management plus supplemental hourly fees for consulting or project work. Maguire does not position itself as an ESG investor and operates with a single-owner structure.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds35%
- Public Funds/Mutual Funds35%
- Exchange Traded Equities30%
Contacts
1 of 1JOHN MAGUIRE
Registered Investment AdvisorCRD 1074901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OAK BROOK, IL
DU PAGE
Location
OAK BROOK, IL
Headquartered in OAK BROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 1000 Jorie Blvd
- Time zone
- CT (UTC-6)
- Office locations
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