1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MCCLARREN FINANCIAL ADVISORS

Map pinSTATE COLLEGE, PA
Phone814-235-1940
NotebookSEC #801-119274
Total AUM
$453M
Employees
9
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
270 WALKER DRIVE, #200
STATE COLLEGE
PA 16801
United States
Operating Hours
9 A.M. TO 4 P.M.
Monday - Friday
Phone
814-235-1940
Other Offices
2

ReceiptFinancials

Total AUM
$453M
Accounts
1,719
Discretionary
$403M
Accounts
1,664
Non-Discretionary
$50M
Accounts
55

ContactClients

View more in analytics →

Individual Clients
108
AUM
$62.6M
HNW Individual Clients
159
AUM
$390.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
LAPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account