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Building 2MAGUIRE INVESTMENTS LLC

Map pinKING OF PRUSSIA, PA
Phone610-572-2705
NotebookSEC #801-76579
Total AUM
$253.2M
Employees
4
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
840 FIRST AVENUE
SUITE 350
KING OF PRUSSIA
PA 19406
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
610-572-2705

ReceiptFinancials

Total AUM
$253.2M
Accounts
342
Discretionary
$225.5M
Accounts
336
Non-Discretionary
$27.7M
Accounts
6

ContactClients

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Individual Clients
73
AUM
$13.9M
HNW Individual Clients
57
AUM
$205.1M
Pension/Profit Sharing Plan Clients
8
AUM
$7.5M
Charitable Organization Clients
5
AUM
$16.6M
Investment Advisor Clients
1
AUM
$9.4M
Corporation or Business Clients
8
AUM
$687K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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