MAGUIRE ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$42M
Discretionary
$35.8M
85% of AUM
Avg account
$359K
Accounts
117
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 35%, Public Funds/Mutual Funds 35%, Exchange Traded Equities 30%35%
  • US Government Bonds35%
  • Public Funds/Mutual Funds35%
  • Exchange Traded Equities30%

Contacts

1 of 1
  • JOHN MAGUIRE

    Registered Investment AdvisorCRD 1074901

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth