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, operating since at least 2009 and owned by an individual. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning and discretionary portfolio management across households, small businesses and institutions. Services also include selecting outside managers and providing educational seminars and workshops. Fee arrangements combine asset-based fees and flat-fee engagements. FINTRX flags the firm as not 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
1 of 1
Michele Tellstone
Chief Compliance OfficerCRD 4296759
Contacts
3 of 7
Patrick 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 82Active vs passive
$510M in ETFs
89%
$452M
11%
$58.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $33M | 89,631 | 6.48% |
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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