MINICHMACGREGOR WEALTH MANAGEMENT, LLC

21 Congress Street
Suite 203
Saratoga Springs, New York 12866
Tel: (518) 499-4565

About MINICHMACGREGOR WEALTH MANAGEMENT, LLC

MINICHMACGREGOR WEALTH MANAGEMENT, LLC, formally registered with the SEC as MINICHMACGREGOR WEALTH MANAGEMENT, LLC. The firm was established in 08/20/2009. They have over 3 offices throughout the country.

MINICHMACGREGOR WEALTH MANAGEMENT, LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $630,016,934 assets under management, offering retirement planning & investment advisory services to 2698 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151237
SEC#	801-70490
Assets Managed by Firm	$630,016,934
No. of Clients	2698
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (401K PARTICIPANT ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	2698	$630,016,934
Individuals (other than high net worth individuals)	681	$249,853,704
High net worth individuals	161	$322,342,660
Pension and profit sharing plans	16	$57,083,928
Corporations or other businesses	5	$736,642

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