MCCLARREN FINANCIAL ADVISORS

RIASEC RegisteredEst. 2020
Total AUM
$453M
Discretionary
$403M
89% of AUM
Avg account
$264K
Accounts
1,719
Employees
9
Advisory reps
8

Firm details

Headquarters
STATE COLLEGE, Pennsylvania
CRD number
122147
Registered since
August 10, 2020
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

FINTRX

Overview

Mcclarren Financial Advisors is an independent registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and has been SEC-registered since 2020. Its client base is primarily individuals and families; Mcclarren charges on an hourly and fixed-fee basis rather than traditional AUM percentage schedules. The adviser does not identify as an active ESG investor and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 39%, Exchange Traded Equities 35%, State & Local Bonds 8%, Investment Grade Corp Bonds 7%, US Government Bonds 6%, Cash & Cash Equivalents 5%39%
  • 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
  • Ruby Skow

    ParaplannerCRD 7853691

  • Kyle Zentner

    ParaplannerCRD 8210259

  • Brandon Redmond

    Financial Advisor & PartnerCRD 6747853

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 64

Active vs passive

$159M in ETFs

Passive

79%

$125M

Active

11%

$33.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$18.7M58,27911.79%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth