Jim Minich
Founder at Minich MacGregor Wealth Management LLC
Profile
Mr. James F.
Minich is a RIA Principal & Portfolio Manager at Minich MacGregor Wealth Management LLC.
He has been working as a Financial Advisor since 1987.
He worked for one of the world’s largest Wall Street brokerage firms before becoming co-owner of Minich MacGregor Wealth Management in 2009.
He earned his Bachelors of Arts from Furman University and his Juris Doctorate from the University of San Diego’s School of Law.
Jim Minich active positions
Companies | Position | Start |
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Minich MacGregor Wealth Management LLC
Minich MacGregor Wealth Management LLC Investment ManagersFinance Minich MacGregor Wealth Management LLC (MMWM) is an independent, SEC-registered asset management firm headquartered in Saratoga Springs, New York. The firm was founded in 2009 by James Minich and Jason MacGregor. MMWM offers discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Founder | 31/12/2008 |
Training of Jim Minich
Furman University | Undergraduate Degree |
University of San Diego School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Minich MacGregor Wealth Management LLC
Minich MacGregor Wealth Management LLC Investment ManagersFinance Minich MacGregor Wealth Management LLC (MMWM) is an independent, SEC-registered asset management firm headquartered in Saratoga Springs, New York. The firm was founded in 2009 by James Minich and Jason MacGregor. MMWM offers discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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