Minichmacgregor Wealth Management LLC
Nombre legal: MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Detalles de contacto completos
Minichmacgregor Wealth Management LLC
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY
(518) 499-4565
518-430-0090
Otra información
Minichmacgregor Wealth Management, LLC es una Empresa de Responsabilidad Limitada con sede en Nueva York que ha sido aprobada por la Comisión de Valores y Bolsa de los Estados Unidos (SEC) desde agosto de 2009. La firma, con un pequeño equipo de 7 empleados, incluyendo 4 asesores, proporciona servicios de gestión de patrimonio a una selecta clientela de 3 clientes.
Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning - Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331
Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331
Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning - Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331
Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331
403b / 401k Advice for Participants
401k advice for participants. Our 401k advisory service helps participants like you make the most of your 401k, 403b, 457, TIAA CREF or Thrift Savings Plan
Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning - Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331
Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331
Propietarios directos
-
JAMES FRANKLIN MINICH
MANAGING MEMBER posee más del 50% pero menos del 75%
-
JASON KEITH MACGREGOR
MANAGING MEMBER posee más del 50% pero menos del 75%
-
MICHELE ANNE TELLSTONE
CHIEF COMPLIANCE OFFICER posee menos de 5%
Empresas ubicadas cerca
Noticias
- **Investing Insights: Deciphering MinichMacGregor Wealth Management's Strategic Moves from Q4 2023 to Q1 2024**
- MinichMacGregor Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- MinichMacGregor Wealth Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Investment Giants MinichMacGregor Wealth Management, LLC Q4 2022 vs. Q1 2023: A Comprehensive Analysis
Top Holdings
- ISHARES TR U.S. UTILITS ETF $12,181k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $11,266k
- ISHARES TR $9,064k
- SCHWAB STRATEGIC TR US MID-CAP ETF $7,561k
- ISHARES TR U.S. MED DVC ETF $7,551k
- ISHARES TR EXPANDED TECH $7,487k
- ISHARES TR $7,289k
- ISHARES TR US AER DEF ETF $7,283k
- SCHWAB STRATEGIC TR $6,711k
- INVESCO EXCHNG TRADED FD TR $6,069k