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Building 2MINICHMACGREGOR WEALTH MANAGEMENT, LLC

Map pinSARATOGA SPRINGS, NY
Phone(518) 499-4565
NotebookSEC #801-70490
Total AUM
$722.9M
Employees
10
Clients
928

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 CONGRESS STREET
SUITE 203
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
(518) 499-4565
Other Offices
2

ReceiptFinancials

Total AUM
$722.9M
Accounts
2,845
Discretionary
$722.9M
Accounts
2,845
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
711
AUM
$261.6M
HNW Individual Clients
193
AUM
$398.3M
Pension/Profit Sharing Plan Clients
19
AUM
$61.6M
Corporation or Business Clients
5
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
401K PARTICIPANT ADVICE
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMAMDNCNHNYPASCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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