Overview
Assets Under Management: $188 million
Headquarters: NEWARK, DE
High-Net-Worth Clients: 51
Average Client Assets: $2.4 million
Frequently Asked Questions
MALLARD FINANCIAL PARTNERS INC 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 #169009), MALLARD FINANCIAL PARTNERS INC is subject to fiduciary duty under federal law.
MALLARD FINANCIAL PARTNERS INC is headquartered in NEWARK, DE.
MALLARD FINANCIAL PARTNERS INC serves 51 high-net-worth clients according to their SEC filing dated June 28, 2023. View client details ↓
According to their SEC Form ADV, MALLARD FINANCIAL PARTNERS INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MALLARD FINANCIAL PARTNERS INC manages $188 million in client assets according to their SEC filing dated June 28, 2023.
According to their SEC Form ADV, MALLARD FINANCIAL PARTNERS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.58%
Average Client Assets: $2.4 million
Total Client Accounts: 626
Discretionary Accounts: 626
Regulatory Filings
CRD Number: 169009
Filing ID: 1772003
Last Filing Date: 2023-06-28 11:41:00