Frequently Asked Questions (FAQ) About
Minichmacgregor Wealth Management LLC
- Where is Minichmacgregor Wealth Management LLC Located
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21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY
- Minichmacgregor Wealth Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Minichmacgregor Wealth Management LLC, while the legal name is: MINICHMACGREGOR WEALTH MANAGEMENT, LLC
- Minichmacgregor Wealth Management LLC: How many employees does the firm employ?
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Minichmacgregor Wealth Management LLC has 7 employees, of which 4 are employees in advisory roles
- Minichmacgregor Wealth Management LLC: How many clients does the firm serve?
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It serves 3 clients.
- Minichmacgregor Wealth Management LLC: What are the top holdings of this firm?
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ISHARES TR U.S. UTILITS ETF SCHWAB U.S. LARGE-CAP GROWTH ETF ISHARES TR SCHWAB STRATEGIC TR US MID-CAP ETF ISHARES TR U.S. MED DVC ETF ISHARES TR EXPANDED TECH ISHARES TR ISHARES TR US AER DEF ETF SCHWAB STRATEGIC TR INVESCO EXCHNG TRADED FD TR
- Minichmacgregor Wealth Management LLC: What other investment firms are located in the vicinity?
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LEE Investment Management LLC Sterling Manor Financial LLC RAND Advisors LLC Continuum Wealth Advisors LLC Colley Asset Management Inc Saratoga Wealth Advisors LLC King Wealth Management Group LLC SAGE Hill Advisory and Management LLC Crescent Hill Partners LLC Vahanian & Associates Financial Planning Inc