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McGuire Investment

Company Profile
McGuire Investment is an investment advisor in Wakefield with $687.24 mm assets under management.

Company profile

Website
www.mcguirewealth.com
Employees
Incorporated
Rhode Island
Location
Rhode Island
Fiscal year end
Dec 31
SEC CIK
0001756959
IRS number
270370339
SEC advisor number
801-113698
FINRA CRD number
296271
AUM ?
$687.24 mm (as of 14 Mar 22)
Accounts
717 (as of 14 Mar 22)
Employees
3 (3 investment advisory or research)
Address
McGuire Investment
4435 OLD POST ROAD
CHARLESTOWN
RI 02813
Office hours
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Phone
401-364-5000
Brochures
  • Mcguire Wealth Management - Form Adv Part 2A Appendix (14 Mar 22)
  • Mcguire Wealth Management - Form Adv Part 2A (14 Mar 22)

Ownership

Owner Title From %Ownership
Mcguire, Dennis, Patrick Managing Member / CCO 09/2018 50-75%
Mcguire, Sean, Michael Member 07/2018 25-50%
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
16 Jul 21
13F-HR
Quarterly holdings report by institutional manager
20 Apr 21
13F-HR
Quarterly holdings report by institutional manager
13 Jan 21
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