Maguire Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$219,068,620
Clients
130
Advisors
4
of 4 employees
About
Maguire Investments provides continuous discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, banks, and pension and profit‑sharing plans. Services focus on managing portfolios of stocks, bonds, mutual funds and exchange‑traded funds, with limited exposure to options.
The firm follows a conservative equity approach—emphasizing sustainable earnings, dividend payouts and low turnover—and a very conservative fixed‑income strategy that typically uses individual, high‑quality taxable and tax‑free bonds. Research integrates fundamental analysis with technical timing and cyclical trend work, and portfolios are tailored to each client’s objectives with regular investment‑committee reviews and quarterly valuation statements.
Distinctive aspects include offering specialized portfolios concentrated in financial‑services companies for a subset of clients, a style that may involve higher turnover and small‑capitalization positions, and serving institutional‑type clients such as banks in addition to individuals. Maguire issues an annually updated Form ADV brochure and other periodic communications, does not offer standalone financial planning services, and does not participate in wrap fee programs or soft‑dollar arrangements.
Client services
Expertise
Fee options
1.00% annually
Main office
840 First Avenue, Suite 350
King of Prussia PA 19406
Advisors at this office
4
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alexander M
Series 65
King of Prussia, PA
Maguire Investments LLC
Alexander Maguire Jr. is a financial advisor at Maguire Investments LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Maguire Investments since 2012 and at Adare Asset Management, LLC since 2009. Maguire Investments provides continuous investment management services to individuals, trusts, charitable organizations, banks, and retirement plans. The firm employs a generally conservative equity and fixed income strategy, with a specialty in financial-services companies for select clients, and customizes portfolios based on client income needs and restrictions.
Alexander M
Series 65
King of Prussia, PA
Maguire Investments LLC
Alexander Maguire III is a financial advisor at Maguire Investments LLC with a Series 65 designation and one year of industry experience. Prior to joining Maguire Investments in 2020, he spent six years in full-time education. Maguire Investments provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings, dividends, and company quality, alongside a conservative fixed income approach, and offers specialized portfolio management for financial-services companies.
Robert M
Series 65
King of Prussia, PA
Maguire Investments LLC
Robert Maguire is a Series 65-licensed advisor with 12 years of industry experience. He has been with Maguire Investments LLC since 2012, where he is part of a four-advisor team based in King of Prussia, PA. Maguire Investments provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings, dividends, and company quality, combined with a conservative fixed income approach tailored to clients’ income needs and restrictions.
Alexander M
CFA®
King of Prussia, PA
Maguire Investments LLC
Alexander Maguire is a CFA® charterholder with 31 years of industry experience. He is a principal at Maguire Investments LLC, where he has worked since 2012, and also serves as a portfolio manager at Adare Asset Management since 2010. Maguire Investments LLC provides continuous investment management to individuals, trusts, estates, charitable organizations, banks, and pension and profit-sharing plans. The firm employs a generally conservative equity strategy focused on sustainable earnings and dividend policy, alongside a conservative fixed income approach, with a specialty in financial-services companies for select clients.
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