$79.0M Total AUM
$73.3M Disc. AUM
-- 3Y CAGR
1 Employees
163 ADV. Clients
7 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Prime
- Established Date
- 12-14-2018
- Office Locations
- 1
Office Locations
-- Wolfeboro NH
About Mcguigan Financial, LLC
McGuigan Financial, LLC is a New Hampshire-based advisory firm providing retirement planning, investment management, education/529 planning, and insurance planning (life, long-term care, disability). Portfolios emphasize diversified allocation using ETFs and other public funds. The firm operates on the LPL Financial platform, with clients accessing accounts via LPL Account View.
Team overview
-- AVG AGE
$79.0M AVG AUM / ADVISOR
$484.7K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Harbor Wave frontier
Client Personas
Glacier pathway
Custodian
Ember atlas
Investment Themes
Frontier pathway Quantum unison Horizon
Investment Vehicles
Fusion Element bridge Zenith
Services
Wave radial Focus Vector Harbor Momentum momentum Prime Zenith focus Vector Vertex legacy Delta ridge Element focus
Technology
Fusion oak
Owner & Executives
Brian Shannon McGuigan
Chief Compliance Officer, President
- CRD
- #4008326
- Ownership
- 75% or more
(876) 758-2044
insight.vital@meridiancapital.com
in linkedin.com/in/momentum-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,290,071 | -- |
| Non-Discretionary | $5,717,987 | -- |
| Total | $79,008,058 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,008,058
Equity - Exchange:
18.0% Public Funds:
19.1% Cash:
17.6% Corporate - Investment Grade:
24.6% Municipal Bonds:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,585,846,806 | 18.0% |
| Public Funds | $1,682,759,666 | 19.1% |
| Cash | $1,550,605,766 | 17.6% |
| Corporate - Investment Grade | $2,167,323,968 | 24.6% |
| Municipal Bonds | $1,823,723,827 | 20.7% |
| Total | $8,810,260,033 | 100.0% |