MAGUIRE INVESTMENTS LLC

RIASEC RegisteredEst. 2012
Total AUM
$253M
Discretionary
$226M
89% of AUM
Avg account
$740K
Accounts
342
Employees
4
Advisory reps
4

Firm details

Headquarters
KING OF PRUSSIA, Pennsylvania
CRD number
164039
Registered since
April 27, 2012
Custodians
CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI81.02%
  • Charitable Organizations6.56%
  • Individuals5.5%
  • Other Investment Advisers3.71%
  • Pension & Profit Sharing Plans2.95%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Maguire Investments LLC is a boutique advisory firm focused on discretionary portfolio management for individual and family clients, with institutional relationships on the side. Since its SEC registration in 2012, the firm has shown a clear preference for liquid public-market exposures, using exchange-traded equities as the primary building block of client portfolios. Investment activity favors equity-centric allocations supplemented by third-party alternative managers for real assets and commodity-based strategies. The firm charges both percentage-of-AUM and fixed fees and produces periodic publications or newsletters as part of its advisory offering. Maguire is not positioned as an ESG-first manager and does not present itself as a multi-state or pension consultant. Its ownership structure is an individual-controlled limited liability company, which supports a compact, high-touch model that leans on discretionary authority for most client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 76%, Cash & Cash Equivalents 15%, Investment Grade Corp Bonds 4%, Public Funds/Mutual Funds 4%, State & Local Bonds 1%76%
  • Exchange Traded Equities76%
  • Cash & Cash Equivalents15%
  • Investment Grade Corp Bonds4%
  • Public Funds/Mutual Funds4%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • ALEXANDER MAGUIRE

    Chief Compliance OfficerCRD 4592496

Contacts

3 of 3
  • Alexander Maguire

    Securities AnalystCRD 7861174

  • ALEXANDER MAGUIRE

    PresidentCRD 4370854

  • ROBERT MAGUIRE

    Client SpecialistCRD 6160235

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

KING OF PRUSSIA, PA

MONTGOMERY

Location

KING OF PRUSSIA, PA

Headquartered in KING OF PRUSSIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
840 1st Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth