MINICHMACGREGOR WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$722,877,131
Discretionary
$722,877,131
Non-discretionary
$0
Firm details
- CRD number
- 151237
- SEC file number
- 801-70490
- Main office
- SARATOGA SPRINGS, NY, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.MINICHMACGREGOR.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.