Maguire Investments LLC (Wayne)

Maguire Investments LLC is a large advisory firm based in Wayne. It manages $165.53 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Pennsylvania.

Maguire Investments provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maguire Investments: assets under management

The assets under management (AUM) of Maguire Investments LLC is $165.53 million. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $115.31 million in discretionary accounts and $50.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $551.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.14 million.

Investments

The firm invests in exchange traded securities the most. They account for 75% of the total AUM. The second-largest asset type is investment and business development companies, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 7% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Maguire Investments LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Maguire Investments serves?

The firm provides services to individuals, other investment advisers, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Maguire Investments is high net worth individuals with 45 clients and $135.59 million of assets under management. Among the 7 most similar advisory firms, Maguire Investments has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $158.15 million for 74 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Maguire Investments doesn't advise any private funds.

Careers at Maguire Investments LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alexander Anderson Maguire	Member	1 Apr 2012	75% - 100%	4370854

Based in Wayne

The principal office where Maguire Investments LLC performs its advisory services is located at 900 West Valley Road, Wayne, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-687-4900 or by fax 610-572-3641. The normal business hours are 8:30 - 5:00 on Monday - Friday.