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- Custodian
- Charles Schwab & Company · Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Focus capital
- Established Date
- 04-27-2012
- Office Locations
- 1
Office Locations
About Maguire Investments LLC
Maguire Investments is an independent investment advisory and brokerage firm serving pre-retirees, retirees, and multigenerational families on California’s Central Coast. The team delivers personalized portfolio management, wealth management, financial consulting, and retirement planning. Public profile data indicates ETF-centric allocations alongside cash and bonds, backed by decades of client relationships and community involvement.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
Alexander Anderson Maguire III
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- CRD
- #7861174
- Ownership
- 75% or more
ALEXANDER ANDERSON MAGUIRE JR.
Chief Compliance Officer, President
- CRD
- #4592496
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ALEXANDER ANDERSON MAGUIRE
Financial Advisor
- CRD
- #4370854
ROBERT BOAS MAGUIRE
Senior Portfolio Manager
- CRD
- #6160235
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,533,380 | $671,230 |
| Non-Discretionary | $27,665,096 | $4,610,849 |
| Total | $253,198,476 | $740,346 |
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Separately Managed Accounts
Total SMA Asset: $253,198,476
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $825,637,554 | 11.1% |
| Cash | $952,086,548 | 12.8% |
| Corporate - Investment Grade | $1,807,476,807 | 24.3% |
| Public Funds | $1,933,925,802 | 26.0% |
| Municipal Bonds | $1,919,049,449 | 25.8% |
| Total | $7,438,176,160 | 100.0% |