← Back to searchVisit website
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
CRD 151237 · SEC 801-70490
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866, United States
Phone
(518) 499-4565
Fax
518-430-0090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$722.9M
Discretionary AUM
$722.9M
Team
10 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars401K PARTICIPANT ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 711 | $261.6M |
| High net worth individuals | 193 | $398.3M |
| Pension/profit sharing plans | 19 | $61.6M |
| Corporations/business entities | 5 | $1.3M |
States served
GA, MD, MA, NY, NC, PA, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD