Mcclarren Financial Advisors
Firm details
- Headquarters
- State College, Pennsylvania
- CRD number
- 122147
- Registered since
- August 10, 2020
- Website
- mcclarren.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI86.18%
- Individuals13.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mcclarren Financial Advisors is an independent, individually owned registered investment adviser that began SEC registration in 2020. The firm positions itself as a planning- and portfolio-management practice serving individuals, families and small-business owners. Its advisory scope centers on financial planning services and discretionary portfolio management for individual and small-business clients, delivered primarily through hourly and fixed-fee engagements. The firm reports it is not an active ESG investor and does not operate as a capital allocator or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Exchange Traded Equities35%
- State & Local Bonds8%
- Investment Grade Corp Bonds7%
- US Government Bonds6%
Owners & executives
1 of 1
Jennifer Anderson
CFO, PartnerCRD 6303745
Contacts
3 of 7
Joshua Purdy
Financial Advisor & PartnerCRD 7097877
Gregory Reeder
Financial Advisor & PartnerCRD 6302392
Brandon Redmond
Financial Advisor & PartnerCRD 6747853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$184M in ETFs
79%
$145M
11%
$38.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $21.4M | 57,070 | 11.62% |
Location
State College, PA
Centre
Location
State College, PA
Headquartered in State College, PA, anchoring the State College-DuBois, PA metro in the Northeast.
- Metro area
- State College-DuBois, PA
- Region
- Northeast
- County
- Centre
- Address
- 270 Walker Dr
- Time zone
- ET (UTC-5)
- Office locations
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