Investment adviser · CRD 122146

MALLARD ADVISORS, LLC

Investment adviser filing (IA)

NEWARK, DE, United States · Form ADV filed Mar 20, 2013

Regulatory AUM
$182M
Form ADV · Item 5.F
Client accounts
824
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

750 BARKSDALE ROAD, SUITE 3
NEWARK, DE, 19711, United States

CRD 122146

Filing source

Form ADV 707903 · Mar 20, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.