Minichmacgregor Wealth Management, LLC

Minichmacgregor Wealth Management, LLC (CRD# 151237) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $501,300,482 in 2,198 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
21 Congress Street, Suite 203, Saratoga Springs, NY 12866
http://www.minichmacgregor.com
By the Numbers
  • Total Assets Under Management
    501
    MILLION
  • Total Number of Accounts
    2,198
    ACCOUNTS
  • Average Account Value
    $228,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NH, NY, SC, TX

Financial Advisors at Minichmacgregor Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Cory Laird, financial advisor Saratoga Springs NY
Cory L. Laird
CRD#: 6552295
21 Congress Street, Suite 203, Saratoga Springs, NY 12866

Cory Laird (CRD# 6552295) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 8 years of experience in the finance industry.

2
Mark Landau, financial advisor Saratoga Springs NY
Mark J. Landau
CRD#: 5072160
21 Congress Street, Suite 203, Saratoga Springs, NY 12866

Mark Landau (CRD# 5072160) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 11 years of experience in the finance industry.

3
Jason Macgregor, financial advisor Saratoga Springs NY
Jason K. Macgregor
CRD#: 2396461
21 Congress Street, Suite 203, Saratoga Springs, NY 12866

Jason Macgregor (CRD# 2396461) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 30 years of experience in the finance industry.

4
James Minich, financial advisor Saint Augustine FL
James F. Minich
CRD#: 1708380
Saint Augustine, FL

James Minich (CRD# 1708380) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saint Augustine, FL and has over 36 years of experience in the finance industry.

5
Andrew Pallas, financial advisor Saratoga Springs NY
Andrew J. Pallas
CRD#: 6113250
21 Congress Street, Suite 203, Saratoga Springs, NY 12866

Andrew Pallas (CRD# 6113250) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 9 years of experience in the finance industry.

6
Michele Tellstone, financial advisor Saratoga Springs NY
Michele A. Tellstone
CRD#: 4296759
21 Congress Street, Suite 203, Saratoga Springs, NY 12866

Michele Tellstone (CRD# 4296759) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 23 years of experience in the finance industry.

7
Patrick Younis, financial advisor Saratoga Springs NY
Patrick J. Younis
CRD#: 4817155
21 Congress Street, Suite 203, Saratoga Springs, NY 12866

Patrick Younis (CRD# 4817155) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saratoga Springs, NY and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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