Minich MacGregor Wealth Management
Investment Management • 
Saratoga Springs, New York, United States • 1-10 Employees
Company overview
| Headquarters | 21 Congress St, Saratoga Springs, New York 12866, US |
| Phone number | +15184994565 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investment Advice, Medicare, IRA, Roth Ira, Retirement Planning, Portfolio Management, Financial Planning, Investment Management, 401K Plans, Educational Workshops, Social Security, Tax Minimization Strategy, CFP, 401K Rollover, Social Security Maximization, Ira Rollover, 401(K) Advice, Simple Ira, Roth Conversions |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contacts at Minich MacGregor Wealth Management
Hayden Labelle
Director Of Trading
Jason Macgregor
Owner
Patrick Younis
Director Of Client Services
Minich MacGregor Wealth Management Email Formats
Minich MacGregor Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@mmwealth.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@mmwealth.com | 62.5% |
{first initial} | j@mmwealth.com | 37.5% |
About Minich MacGregor Wealth Management
We actively manage retirement money for individuals and businesses. We provide financial planning and investment management, working hard to grow your money when the markets are going up and equally as hard to protect from losses when the markets are going down. After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded their own independent Registered Investment Advisory firm – Minich MacGregor Wealth Management. They recognized that being independent provided them with an opportunity to offer a more diversified range of financial solutions to their clients. * More than 50 years in the financial / investment industry * Family business * MMWM was founded in 2009 * Fee based investment advisors * Certified Financial Planners Disclosures: Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.
Minich MacGregor Wealth Management revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Minich MacGregor Wealth Management has 4 employees across 2 departments.
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Number of employees
Funding Data
Minich MacGregor Wealth Management has never raised funding before.
Minich MacGregor Wealth Management Tech Stack
Discover the technologies and tools that power Minich MacGregor Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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IsraelFrequently asked questions
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