Be advised. This firm is no longer registered.

Mallard Financial Partners Inc.

Mallard Financial Partners Inc. (CRD# 169009) is a financial advisory firm headquartered in Newark, DE. They manage $187,534,110 in 626 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
750 Barksdale Road, Suite 3, Newark, DE 19711
https://www.linkedin.com/company/11256836
By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    626
    ACCOUNTS
  • Average Account Value
    $299,575
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MD, NJ, PA

Financial Advisors at Mallard Financial Partners Inc.
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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