AdvisorOS Directory
Claim Profile
PB

Paul S. Baumbach

MALLARD FINANCIAL PARTNERS INC·NEWARK, Delaware
Unclaimed Profile
750 BARKSDALE ROAD, NEWARK, DE 19711CRD# 2430006Firm CRD# 169009
01

About

Paul S. Baumbach 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# 2430006
Firm CRD# 169009
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWARK?

Browse all registered financial advisors in NEWARK, Delaware or claim this profile if it's yours.

Browse NEWARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul S. Baumbach offer?
Paul S. Baumbach specializes in Financial Planning, Investment Management. Contact their office in NEWARK, Delaware for a consultation.
What are Paul S. Baumbach's credentials?
Paul S. Baumbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul S. Baumbach located?
Paul S. Baumbach 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 Paul S. Baumbach charge for services?
Paul 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWARK
Scott Roger Snyder — NEWTON ONE INVESTMENTS LLCEric Christopher Pressler — NEWTON ONE INVESTMENTS LLCPamela S. Baumbach — MALLARD FINANCIAL PARTNERS INCSusan Elizabeth Lehnerd — MALLARD FINANCIAL PARTNERS INCHarold Thomas Hollinger — NEWTON ONE INVESTMENTS LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile