MinichMacGregor Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
MinichMacGregor Wealth Management LLC
CRD #151237
SEC #801-70490
CIK #
AUM $247.9 MM (96% Disc, 100% US)
Employees7 (57% Investors, 57% Brokers)
Phone518-499-4565
Address21 Congress Street
Saratoga Springs, NY 12866
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002007201120152020
Sector Holding Cap ($MM) Value ($MM)
PG249,110.011.8
IJH7.6
AAPL843,560.07.2
IJR7.1
JPM341,670.03.4
VGK3.1
ORCL188,990.03.1
XOM337,850.03.1
IGSB3.1
IAU3.0
View All
Holdings by Sector ($)
0.20.20.10.10.00.02018201820192020
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Northwest Quadrant LLC
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GEN Financial Management Inc
MN 0.2
Carolina Wealth Management Inc
NC 0.2
Familywealth Asset Management
TX 0.2
Parkview Ltd
0.2
Cascade Investment Group Inc
CO 0.2
GILL Capital Partners LLC
CO 0.2
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