Mcguire Wealth Management

Mcguire Wealth Management (CRD# 296271) is a financial advisory firm headquartered in Wakefield, RI. They manage $707,642,527 in 774 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
105 Main Street, Wakefield, RI 02879
http://www.mcguirewealth.com
By the Numbers
  • Total Assets Under Management
    708
    MILLION
  • Total Number of Accounts
    774
    ACCOUNTS
  • Average Account Value
    $914,267
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, LA, MA, NH, RI, VA

Financial Advisors at Mcguire Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Dennis McGuire, financial advisor Wakefield RI
Dennis P. McGuire
CRD#: 4336544
105 Main Street, Wakefield, RI 02879

Dennis McGuire (CRD# 4336544) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 23 years of experience in the finance industry.

2
Dennis McGuire, financial advisor Wakefield RI
Dennis P. McGuire
CRD#: 328137
105 Main Street, Wakefield, RI 02879

Dennis McGuire (CRD# 328137) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 32 years of experience in the finance industry.

3
Sean McGuire, financial advisor Wakefield RI
Sean M. McGuire
CRD#: 5636671
105 Main Street, Wakefield, RI 02879

Sean McGuire (CRD# 5636671) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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