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 |
|---|---|---|
Minich MacGregor Wealth Management LLC
Minich MacGregor Wealth Management LLC Investment ManagersFinance MMWM is an active, long-term investor that makes investment decisions based on a comparison of risk tolerance versus performance, investment mix, distribution across market sectors, asset allocation, and client objectives. The firm seeks to maximize a portfolio’s growth while respecting the client’s acceptance of volatility or aversion to risk. | Founder | 01/01/2009 |
Training of Jim Minich
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Furman University
Furman University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Minich MacGregor Wealth Management LLC
Minich MacGregor Wealth Management LLC Investment ManagersFinance MMWM is an active, long-term investor that makes investment decisions based on a comparison of risk tolerance versus performance, investment mix, distribution across market sectors, asset allocation, and client objectives. The firm seeks to maximize a portfolio’s growth while respecting the client’s acceptance of volatility or aversion to risk. | Finance |
University of San Diego School of Law
University of San Diego School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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