McGuire Investment is an investment advisor in Wakefield with $687.24 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
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
4435 OLD POST ROAD
CHARLESTOWN
RI 02813
Office hours
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Phone
401-364-5000
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
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
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