Overview
Assets Under Management: $125 million
Headquarters: HOCKESSIN, DE
High-Net-Worth Clients: 49
Average Client Assets: $1.9 million
Frequently Asked Questions
MALLARD ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168795), MALLARD ADVISORS is subject to fiduciary duty under federal law.
MALLARD ADVISORS is headquartered in HOCKESSIN, DE.
MALLARD ADVISORS serves 49 high-net-worth clients according to their SEC filing dated October 31, 2018. View client details ↓
According to their SEC Form ADV, MALLARD ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MALLARD ADVISORS manages $125 million in client assets according to their SEC filing dated October 31, 2018.
According to their SEC Form ADV, MALLARD ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.22%
Average Client Assets: $1.9 million
Total Client Accounts: 437
Discretionary Accounts: 269
Non-Discretionary Accounts: 168
Regulatory Filings
CRD Number: 168795
Filing ID: 1248929
Last Filing Date: 2018-10-31 11:19:00