Minichmacgregor Wealth Management, LLC
Firm details
- Headquarters
- Saratoga Springs, New York
- CRD number
- 151237
- Registered since
- August 20, 2009
- Website
- www.mmwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.1%
- Individuals36.19%
- Pension & Profit Sharing Plans8.52%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Minichmacgregor Wealth Management, LLC is an independent registered investment adviser that has been registered with the SEC since 2009. Structured as an LLC and owned by an individual, the firm serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, manager selection, and client education through seminars and workshops. The firm charges fees based on a percentage of assets under management and also offers fixed-fee arrangements. It identifies as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities27%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$446M in ETFs
87%
$388M
12%
$58.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US PHARMACEUTICALS ETF (IHE) | BlackRock | Passive | Health | $32.1M | 319,306 | 7.20% |
Location
Saratoga Springs, NY
Saratoga
Location
Saratoga Springs, NY
Headquartered in Saratoga Springs, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Saratoga
- Address
- 21 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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