MCGUIRE WEALTH MANAGEMENT - Financial Advisor in Rhode Island, Wakefield

Tel: 401-364-5000 105 Main Street Wakefield, Rhode Island 02879

About MCGUIRE WEALTH MANAGEMENT

MCGUIRE WEALTH MANAGEMENT is a Wakefield, Rhode Island based financial advisory firm with nearly $707,642,527 in assets under management and provides investment advisory services for 774 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

296271

Firm SEC#:

801-113698

Assets Under Management:

$707,642,527

No. of Clients:

774

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM

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Top Financial Advisory Firms in Rhode Island, Wakefield

FirmCRD#:119631

SEC#:801-124798

No. of Advisors:1

No. of Clients:602

AUM:$152,052,829

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

D & P INVESTMENT ADVISORS, LTD.

119631

801-124798

602

$152,052,829

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