Be advised. This firm is no longer registered.

Mallard Advisors

Mallard Advisors (CRD# 168795) is a financial advisory firm headquartered in Hockessin, DE. They manage $172,214,651 in 433 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7234 Lancaster Pike, Suite 220a, Hockessin, DE 19707
http://www.mallardadvisors.com
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $397,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, MD, PA

Financial Advisors at Mallard Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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