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Pamela S. Baumbach

MALLARD FINANCIAL PARTNERS INC·NEWARK, Delaware
Clean record8 years registeredMALLARD FINANCIAL PARTNERS INC
750 BARKSDALE ROAD, NEWARK, DE 19711CRD# 5768665Firm CRD# 169009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pamela S. Baumbach · NEWARK, DE
Registration
CRD #5768665 · MALLARD FINANCIAL PARTNERS INC · 8 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MALLARD FINANCIAL PARTNERS INC
MALLARD FINANCIAL PARTNERS INC
Jun 2018 – Feb 2024
NEWARK, DE
02

Registrations & Exams

Registration record
First registered · June 27, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MALLARD FINANCIAL PARTNERS INC
CRD 169009 · SEC 801-78580
AUM
$188M
Regulatory assets under management
Employees
13
626 client accounts
Services offered by MALLARD FINANCIAL PARTNERS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MALLARD FINANCIAL PARTNERS INC →
Introduction

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05

Frequently Asked Questions

What services does Pamela S. Baumbach offer?
Pamela S. Baumbach specializes in Financial Planning, Investment Management.
What are Pamela S. Baumbach's credentials?
Pamela S. Baumbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pamela S. Baumbach located?
Pamela S. Baumbach is based in NEWARK, Delaware, last registered with MALLARD FINANCIAL PARTNERS INC.
How does Pamela S. Baumbach charge for services?
Pamela S. Baumbach'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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Other Advisors at MALLARD FINANCIAL PARTNERS INC

Susan Elizabeth Lehnerd
NEWARK, DE
Jacqie Sue Thompson
NEWARK, DE
Paul S. Baumbach
NEWARK, DE
Joseph Leonard Daigle
NEWARK, DE

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Research
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