MinichMacGregor Wealth Management is an investment advisor in Saratoga Springs with $449.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270952089
SEC advisor number
801-70490
FINRA CRD number
151237
AUM ?
$501.30 mm
(as of 30 Jan 24)
Accounts
2,198
(as of 30 Jan 24)
Employees
9
(7 investment advisory or research)
Address
MinichMacGregor Wealth Management
21 CONGRESS STREET
SUITE 203
SARATOGA SPRINGS
NY 12866
21 CONGRESS STREET
SUITE 203
SARATOGA SPRINGS
NY 12866
Phone
518-499-4565
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
6 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22