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McClarren Financial Advisors, Inc.

● SEC registered since 2020CRD 122147SEC# 801-119274State College, PA
Export (members)
Reg. AUM
$417.4M
Employees
9
Accounts
1,487
Location
State College, PA

McClarren Financial Advisors, Inc. assets under management

McClarren Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in State College, PA. The firm has been registered since 2020. It reports $417.4 million in regulatory assets under management and employs 9 people.
www.linkedin/mcclarrenfinancialadvisorsView on SEC.gov ↗

McClarren Financial Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Brandon Keith RedmondVice President / Advisor25-50%2021
Gregory Alan Reeder ControlPresident / Financial Advisor25-50%2017
Jeffrey Lee McClarrenEmeritus Advisor10-25%1999
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Frequently asked questions

How much does McClarren Financial Advisors, Inc. manage?

McClarren Financial Advisors, Inc. reports $417.4 million in regulatory assets under management on its Form ADV.

How many employees does McClarren Financial Advisors, Inc. have?

McClarren Financial Advisors, Inc. reports 9 employees.

Where is McClarren Financial Advisors, Inc. located?

McClarren Financial Advisors, Inc. is based in State College, PA and has been SEC-registered since 2020.

Does McClarren Financial Advisors, Inc. disclose fund performance?

McClarren Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address270 Walker Drive, #200sw, State College, PA 16801
Phone814-235-1940
Fax814-235-1935
Office hours9 a.m. To 4 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$396.7M
Non-discretionary$20.7M
Total (RAUM)$417.4M