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Building 2MCGUIRE CAPITAL ADVISORS, INC.

Map pinBETHANY, OK
Phone405-378-2233
NotebookSEC #801-133863
Total AUM
$200.8M
Employees
5
Clients
1,380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6632 NW 39TH EXPY
BETHANY
OK 73008-2760
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
405-378-2233

ReceiptFinancials

Total AUM
$200.8M
Accounts
2,017
Discretionary
$200.8M
Accounts
2,017
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,340
AUM
$120.4M
HNW Individual Clients
32
AUM
$79M
Charitable Organization Clients
2
AUM
$73.3K
Corporation or Business Clients
6
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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