MALLARD FINANCIAL PARTNERS INC

NEWARK, Delaware·5 registered advisors·CRD# 169009
SEC# 801-785800302-737-4546
01

Firm Overview

AUM
$188M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MALLARD FINANCIAL PARTNERS INC

5 registered advisors
Jacqie Sue Thompson
NEWARK, Delaware
Joseph Leonard Daigle
NEWARK, Delaware
Pamela S. Baumbach
NEWARK, Delaware
Paul S. Baumbach
NEWARK, Delaware
Susan Elizabeth Lehnerd
NEWARK, Delaware
05

Office Locations

NEWARK, Delaware
5 advisors

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Data sourced from SEC Form ADV filings. MALLARD FINANCIAL PARTNERS INC (CRD# 169009) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.