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
https://www.linkedin.com/malleryfinancial/
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Mallery Financial
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Mallery, financial advisor Eugene OR
Stephen A. Mallery
CRD#: 4720177
Eugene, OR

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.

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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