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Margaret Mcguire Boyle

DENTAL WEALTH ADVISORS, LLC·KIRKLAND, Washington
Unclaimed Profile
5808 LAKE WASHINGTON BLVD NE, KIRKLAND, WA 98033CRD# 4694061Firm CRD# 127147
01

About

Margaret Mcguire Boyle is a registered financial advisor based in KIRKLAND, Washington, affiliated with DENTAL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DENTAL WEALTH ADVISORS, LLC
DENTAL WEALTH ADVISORS, LLC
AUM
$141M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DENTAL WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4694061
Firm CRD# 127147
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Mcguire Boyle offer?
Margaret Mcguire Boyle specializes in Financial Planning, Investment Management. Contact their office in KIRKLAND, Washington for a consultation.
What are Margaret Mcguire Boyle's credentials?
Margaret Mcguire Boyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Mcguire Boyle located?
Margaret Mcguire Boyle is based in KIRKLAND, Washington, working with DENTAL WEALTH ADVISORS, LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.
How does Margaret Mcguire Boyle charge for services?
Margaret Mcguire Boyle's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DENTAL WEALTH ADVISORS, LLC?
DENTAL WEALTH ADVISORS, LLC has approximately 3 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DENTAL WEALTH ADVISORS, LLC

Thomas Terry Martin
BELLEVUE, WA

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