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Building 2MCGUIRE WEALTH MANAGEMENT

Map pinWAKEFIELD, RI
Phone401-364-5000
NotebookSEC #801-113698
Total AUM
$1.1B
Employees
5
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 MAIN STREET
WAKEFIELD
RI 02879
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
401-364-5000

ReceiptFinancials

Total AUM
$1.1B
Accounts
839
Discretionary
$1.1B
Accounts
839
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$57M
HNW Individual Clients
175
AUM
$977.4M
Pension/Profit Sharing Plan Clients
1
AUM
$17.5M
Charitable Organization Clients
5
AUM
$6.8M
Corporation or Business Clients
7
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLLAMANHNYRIVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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