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
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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