MinichMacGregor Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
MinichMacGregor Wealth Management LLC
CRD #151237
SEC #801-70490
CIK #0001744318
AUM $501.3 MM (2024-08-02)
Employees 9 (78% Investors, 0% Brokers)
Phone518-499-4565
Address21 Congress Street
Saratoga Springs, NY 12866
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
60048036024012002008201320192025
CIK Period
0001744318
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Nvidia Corp 399,550.0 10.8
Tractor Supply Co /DE/ 21,844.9 8.0
KLA Tencor Corp 49,261.0 7.9
Lam Research Corp 60,793.2 7.9
Iron Mountain Inc 14,284.0 7.8
CrowdStrike Holdings Inc 40,424.6 7.8
Clean Harbors Inc 4,778.9 7.8
Marriott International Inc /MD/ 45,393.0 7.8
Descartes Systems Group Inc 5,292.9 7.7
Marsh & McLennan Companies Inc 77,651.1 7.7
Heico Corp 17,859.3 7.7
Lantheus Holdings Inc 4,377.5 7.7
Cadence Design Systems Inc 41,396.9 7.6
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 658 222.1
(b) Individuals (high net worth individuals) 123 228.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 19 48.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 2.0
(n) Other 0 0.0
Total 2,198 501.3
By Discretionary
Discretionary 2,198 501.3
Non-Discretionary 0 0.0
Total 2,198 501.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 501.3
Total 2,198 501.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001744318]
Comparable Firms State AUM ($BB)
Verde Capital Management Inc
MI 0.5
The Hackett Group LLC
LA 0.5
Singer Wealth Advisors LLC
FL 0.5
Prevail Innovative Wealth Advisors LLC
KS 0.5
van Den Berg Management I Inc
TX 0.5
Colorado Capital Management Inc
CO 0.5
Hapanowicz & Associates Financial Services Inc
PA 0.5
Five Oceans Advisors LLC
CA 0.5
RDA Financial Network Inc
IA 0.5
Charlesworth & RUGG Inc
CA 0.5
Terms | Privacy | Guide
tony@aum13f.com