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Joseph Leonard Daigle

MALLARD FINANCIAL PARTNERS INC·NEWARK, Delaware
Unclaimed Profile
750 BARKSDALE ROAD, NEWARK, DE 19711CRD# 5936417Firm CRD# 169009
01

About

Joseph Leonard Daigle is a registered financial advisor based in NEWARK, Delaware, affiliated with MALLARD FINANCIAL PARTNERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MALLARD FINANCIAL PARTNERS INC
MALLARD FINANCIAL PARTNERS INC
AUM
$188M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MALLARD FINANCIAL PARTNERS INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5936417
Firm CRD# 169009
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Leonard Daigle offer?
Joseph Leonard Daigle specializes in Financial Planning, Investment Management. Contact their office in NEWARK, Delaware for a consultation.
What are Joseph Leonard Daigle's credentials?
Joseph Leonard Daigle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Leonard Daigle located?
Joseph Leonard Daigle is based in NEWARK, Delaware, working with MALLARD FINANCIAL PARTNERS INC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Joseph Leonard Daigle charge for services?
Joseph Leonard Daigle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MALLARD FINANCIAL PARTNERS INC?
MALLARD FINANCIAL PARTNERS INC has approximately 13 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)LEWES (24)HOCKESSIN (12)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideLEWES GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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