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, SEC-registered RIA organized as an LLC and in operation since 2009. The firm is owned by an individual and acts as a capital allocator for both private clients and institutional accounts. Its fee model combines percentage-of-AUM charges with fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and educational seminars and workshops. The firm does not self-identify as an active ESG investor and is not designated as a multi-state or pension consultant adviser.
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
1 of 1MICHELE TELLSTONE
Chief Compliance OfficerCRD 4296759
Contacts
3 of 7PATRICK YOUNIS
Director of Client ServicesCRD 4817155
JASON MACGREGOR
Portfolio ManagerCRD 2396461
ANDREW PALLAS
Financial PlannerCRD 6113250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$428M in ETFs
87%
$371M
13%
$57.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $35.2M | 81,912 | 8.23% |
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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