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McGuire Investment Group, LLC

● SEC registered since 2018CRD 296271SEC# 801-113698Wakefield, RI
Export (members)
Reg. AUM
$1.06B
Employees
5
Accounts
839
Location
Wakefield, RI

McGuire Investment Group, LLC assets under management

McGuire Investment Group, LLC is a registered investment adviser overseen by the SEC based in Wakefield, RI. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 5 people.

McGuire Investment Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Dennis Patrick McGuire ControlManaging Member / Cco50-75%2018
Sean Michael McGuire ControlMember25-50%2018

Frequently asked questions

How much does McGuire Investment Group, LLC manage?

McGuire Investment Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does McGuire Investment Group, LLC have?

McGuire Investment Group, LLC reports 5 employees.

Where is McGuire Investment Group, LLC located?

McGuire Investment Group, LLC is based in Wakefield, RI and has been SEC-registered since 2018.

Does McGuire Investment Group, LLC disclose fund performance?

McGuire Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address105 Main Street, Wakefield, RI 02879
Phone401-364-5000
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1756959
Discloses disciplinary historyNo

Regulatory AUM

$1.06B▲ 30%
Mar '25 — $819MApr '25 — $819MMay '25 — $819MJun '25 — $819MJul '25 — $819MAug '25 — $819MSep '25 — $819MOct '25 — $819MNov '25 — $819MDec '25 — $819MJan '26 — $819MFeb '26 — $819MMar '26 — $1.06BApr '26 — $1.06BMay '26 — $1.06BJun '26 — $1.06B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$1.06Bregulatory AUM
Discretionary $1.06B