MINICHMACGREGOR WEALTH MANAGEMENT, LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser (CRD 151237). Regulatory assets under management: $722.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| James Franklin Minich | MANAGING MEMBER | — |
| Jason Keith Macgregor | MANAGING MEMBER | — |
| Michele Anne Tellstone | CHIEF COMPLIANCE OFFICER | — |
| KOLBER ALYSSA MELANIE | MANAGER / CHIEF COMPLIANCE OFFICER | — |
| MINICH JAMES FRANKLIN | MANAGING MEMBER | — |
| MACGREGOR JASON KEITH | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TELLSTONE MICHELE ANNE | CHIEF COMPLIANCE OFFICER | — |