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MCGUIRE WEALTH MANAGEMENT

Tel: 401-364-5000
105 Main Street
Wakefield, Rhode Island  02879

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MCGUIRE WEALTH MANAGEMENT

MCGUIRE WEALTH MANAGEMENT is a Wakefield, Rhode Island based financial advisory firm with nearly $707,642,527 in assets under management and provides investment advisory services for 774 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

296271

SEC#:

801-113698

No. of Clients:

774

Assets under Management

$707,642,527

No. of Advisors:

3

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