MCGUIRE INVESTMENT GROUP, LLC
Legal name: MCGUIRE WEALTH MANAGEMENT
CRD #296271 SEC #801-113698 WAKEFIELD, RI 401-364-5000
SEC Registered
Total AUM
$819M
Discretionary
$819M
Employees
5
Clients
0
Accounts
800
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $819M | $819M | $0 | 5 | 3 |
| Feb 2024 | $707.6M | $707.6M | $0 | 3 | 3 |
| Mar 2023 | $558.2M | $558.2M | $0 | 3 | 3 |
| Mar 2022 | $687.2M | $687.2M | $0 | 3 | 3 |
| Mar 2021 | $523M | $523M | $0 | 3 | 3 |
| Jun 2020 | $411.4M | $411.4M | $0 | 3 | 3 |
| Mar 2020 | $411.4M | $411.4M | $0 | 3 | 3 |
| Nov 2019 | $318.6M | $318.6M | $0 | 4 | 0 |
| Nov 2019 | $318.6M | $318.6M | $0 | 4 | 0 |
| Jul 2019 | $318.6M | $318.6M | $0 | 4 | 0 |
| Jul 2019 | $318.6M | $318.6M | $0 | 4 | 0 |
| Mar 2019 | $318.6M | $318.6M | $0 | 4 | 0 |
| Nov 2018 | $331.6M | $331.6M | $0 | 4 | 0 |
| Oct 2018 | $0 | $0 | $0 | 4 | 0 |
| Aug 2018 | $0 | $0 | $0 | 4 | 0 |
| Aug 2018 | $0 | $0 | $0 | 4 | 0 |
| Jun 2018 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$819M
Discretionary$819M
Non-Disc.$0
Employees5
Clients3
DateFeb 2024
Total AUM$707.6M
Discretionary$707.6M
Non-Disc.$0
Employees3
Clients3
DateMar 2023
Total AUM$558.2M
Discretionary$558.2M
Non-Disc.$0
Employees3
Clients3
DateMar 2022
Total AUM$687.2M
Discretionary$687.2M
Non-Disc.$0
Employees3
Clients3
DateMar 2021
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees3
Clients3
DateJun 2020
Total AUM$411.4M
Discretionary$411.4M
Non-Disc.$0
Employees3
Clients3
DateMar 2020
Total AUM$411.4M
Discretionary$411.4M
Non-Disc.$0
Employees3
Clients3
DateNov 2019
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$331.6M
Discretionary$331.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0