Mcguire Wealth Management
Firm details
- Headquarters
- Wakefield, Rhode Island
- CRD number
- 296271
- Registered since
- July 26, 2018
- Website
- www.mcguirewealth.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.11%
- Individuals5.37%
- Pension & Profit Sharing Plans1.65%
- Charitable Organizations0.64%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Mcguire Wealth Management is an independent registered investment adviser organized as an LLC and operating under a percentage-of-AUM fee model. The firm serves individual and family clients as well as institutional relationships and lists financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting among its advisory services. Mcguire Wealth Management is not positioned as a capital allocator and does not identify as an active ESG investor.
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 Equities66%
- Public Funds/Mutual Funds32%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Dennis Mcguire
DirectorCRD 328137
Dennis Mcguire
Managing PartnerCRD 4336544
Sean Mcguire
PartnerCRD 5636671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$400M in ETFs
95%
$380M
5%
$20.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $47.7M | 947,852 | 11.92% |
Location
Wakefield, RI
Washington
Location
Wakefield, RI
Headquartered in Wakefield, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Washington
- Address
- 105 Main St
- Time zone
- ET (UTC-5)
- Office locations
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