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- Custodian
- Charles Schwab & Company · Goldman Sachs · Morgan Stanley
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 08-23-2004
- Office Locations
- 1
Office Locations
About Maguire Asset Management, LLC
Maguire Asset Management, LLC is a boutique RIA led by managing partner John Patrick Maguire, providing portfolio construction and ongoing asset management for retail clients including entrepreneurs. The firm emphasizes asset allocation and risk management using ETFs, mutual funds, and government/agency fixed income. Registered in Illinois and Pennsylvania with exemptions in New York and California; custody relationships include Charles Schwab.
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Owner & Executives
JOHN PATRICK MAGUIRE
Managing Partner, Owner, President
- CRD
- #1074901
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,750,261 | -- |
| Non-Discretionary | $6,270,614 | -- |
| Total | $42,020,875 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,020,875
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $809,127,886 | 13.4% |
| U.S. Government/Agency | $2,077,164,125 | 34.4% |
| Cash | $3,151,975,794 | 52.2% |
| Total | $6,038,267,805 | 100.0% |