Mallory Capital Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Darien, Connecticut
CRD number
108486
Registered since
July 30, 2001

Firm profile

FINTRX

Overview

Mallory Capital Group, LLC is organized as a limited liability company and described in filings as owned by a combination of a domestic entity and an individual. The firm is unclassified in the available dataset and does not identify itself as a capital allocator, pension consultant, related adviser, or multi-state adviser. It also does not report active ESG investing activity. The source material does not provide detail on Mallory Capital Group’s advisory activities, client segments, or fee arrangements, so there is no public description here of its investment approach, target client types, or service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Bryan Smith

    Bryan Smith

    CEOCRD 7430811

Contacts

3 of 6
  • Albert Weymann

    Albert Weymann

    PrincipalCRD 1248304

  • Robert Burnat

    FinOpCRD 1262266

  • John Ireland

    John Ireland

    Managing DirectorCRD 3116346

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
62 Deepwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth