Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > state college > MCCLARREN FINANCIAL ADVISORS
MCCLARREN FINANCIAL ADVISORS
270 Walker Drive, #200sw
State College, Pennsylvania 16801
Tel: 814-235-1940
About MCCLARREN FINANCIAL ADVISORS
MCCLARREN FINANCIAL ADVISORS, formally registered with the SEC as MCCLARREN FINANCIAL ADVISORS. The firm was established in 08/10/2020. They have over 2 offices throughout the country.
MCCLARREN FINANCIAL ADVISORS is a State College, Pennsylvania based Financial Planning firm with nearly $417,424,103 assets under management, offering retirement planning & investment advisory services to 1487 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122147 |
| SEC# | 801-119274 |
| Assets Managed by Firm | $417,424,103 |
| No. of Clients | 1487 |
| No. of Advisors | 9 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1487 | $417,424,103 |
| Individuals (other than high net worth individuals) | 107 | $58,404,200 |
| High net worth individuals | 157 | $359,019,903 |
More Retirement Planning firms in State College, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in State College, Pennsylvania