Mallery Financial
Mallery Financial (CRD# 310425) is a financial advisory firm headquartered in , . They manage $29,967,170 in 332 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mallery Financial
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts332ACCOUNTS
-
Average Account Value$90,263
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Mallery Financial
1
Stephen Mallery (CRD# 4720177) is an Investment Advisor Representative working at Mallery Financial in Eugene, OR and has over 20 years of experience in the finance industry.
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