Allocator Index · CRD 296271

MCGUIRE WEALTH MANAGEMENT

Wakefield, RI · 401-364-5000 · mcguirewealth.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

175

Other individuals

127

HNW assets

$977.4M

Total AUM

$1.06B

Employees

5

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.