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| MinichMacGregor Wealth Management LLC
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|---|---|
| CRD # | 151237 |
| SEC # | 801-70490 |
| CIK # | 0001744318 |
| AUM | $406.0 MM (2023-02-18) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 518-499-4565 |
| Address | 21 Congress Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001744318 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPDR Gold Trust | 17.2 | ||
| Nvidia Corp | 399,550.0 | 3.5 | |
| AbbVie Inc | 269,466.6 | 2.9 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 655 | 204.3 |
| (b) Individuals (high net worth individuals) | 93 | 159.4 |
| (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 | 41.3 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,380 | 406.0 |
| By Discretionary | ||
| Discretionary | 2,380 | 406.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,380 | 406.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 406.0 | |
| Total | 2,380 | 406.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001744318] |
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|---|---|---|
|
GEN Financial Management Inc
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MN | 0.4 |
|
American Independent Securities Group LLC
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ID | 0.4 |
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The Prosperity Consulting Group LLC
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MD | 0.4 |
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Harvest Financial Advisors LLC
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OH | 0.4 |
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BMSS Wesson Wealth Solutions LLC
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AL | 0.4 |
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Capital Investment Management Inc
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MO | 0.4 |
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Empire Financial Management Company LLC
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NY | 0.4 |
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Prentiss Smith & Company Inc
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VT | 0.4 |
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Stone House Investment Management LLC
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PA | 0.4 |
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Harpswell Capital Advisors LLC
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ME | 0.4 |