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

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