MAGUIRE INVESTMENTS LLC
Firm details
- Headquarters
- KING OF PRUSSIA, Pennsylvania
- CRD number
- 164039
- Registered since
- April 27, 2012
- Website
- www.maguireinvest.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds4%
- Public Funds/Mutual Funds4%
- State & Local Bonds1%
Owners & executives
1 of 1ALEXANDER MAGUIRE
Chief Compliance OfficerCRD 4592496
Contacts
3 of 3Alexander Maguire
Securities AnalystCRD 7861174
ALEXANDER MAGUIRE
PresidentCRD 4370854
ROBERT MAGUIRE
Client SpecialistCRD 6160235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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