MINICHMACGREGOR WEALTH MANAGEMENT, LLC - Financial Advisor in New York, Saratoga Springs

Tel: (518) 499-4565 21 Congress Street Suite 203 Saratoga Springs, New York 12866

About MINICHMACGREGOR WEALTH MANAGEMENT, LLC

MINICHMACGREGOR WEALTH MANAGEMENT, LLC is a Saratoga Springs, New York based financial advisory firm with nearly $630,016,934 in assets under management and provides investment advisory services for 2698 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

151237

Firm SEC#:

801-70490

Assets Under Management:

$630,016,934

No. of Clients:

2698

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (401K PARTICIPANT ADVICE)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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