Mallard Advisors (CRD# 168795) is a financial advisory firm headquartered in Hockessin, DE. They manage $124,688,430 in 409 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management125MILLION
Total Number of Accounts409ACCOUNTS
Average Account Value$304,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, MD, PA
Michael Tolliver (CRD# 6129399) is an Investment Advisor Representative working at Mallard Advisors in Hockessin, DE and has over 5 years of experience in the finance industry.
William Starnes (CRD# 4586596) is an Investment Advisor Representative working at Mallard Advisors in Hockessin, DE and has 1 year of experience in the finance industry. William Starnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.