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| MinichMacGregor Wealth Management LLC
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| |
|---|---|
| CRD # | 151237 |
| SEC # | 801-70490 |
| CIK # | 0001744318 |
| AUM | $501.3 MM (2024-08-02) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 518-499-4565 |
| Address | 21 Congress Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 10.8 | |
| TSCO | 21,844.9 | 8.0 | |
| KLAC | 49,261.0 | 7.9 | |
| LRCX | 60,793.2 | 7.9 | |
| IRM | 14,284.0 | 7.8 | |
| CRWD | 40,424.6 | 7.8 | |
| CLH | 4,778.9 | 7.8 | |
| MAR | 45,393.0 | 7.8 | |
| DSGX | 5,292.9 | 7.7 | |
| MMC | 77,651.1 | 7.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 658 | 222.1 |
| (b) Individuals (high net worth individuals) | 123 | 228.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 48.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,198 | 501.3 |
| By Discretionary | ||
| Discretionary | 2,198 | 501.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,198 | 501.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 501.3 | |
| Total | 2,198 | 501.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001744318] |
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|---|---|---|
|
Verde Capital Management Inc
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The Hackett Group LLC
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TX | 0.5 |
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Hapanowicz & Associates Financial Services Inc
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Five Oceans Advisors LLC
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CA | 0.5 |
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RDA Financial Network Inc
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Charlesworth & RUGG Inc
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