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MINICHMACGREGOR WEALTH MANAGEMENT, LLC

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

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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

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

Firm CRD#:

151237

SEC#:

801-70490

No. of Clients:

2698

Assets under Management

$630,016,934

No. of Advisors:

10

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