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MALLARD FINANCIAL PARTNERS INC

NEWARK, DE · CRD 169009 · IAPD ↗ · 302-737-4546

$187.5MRegulatory AUM
10Advisory reps
13Employees
4Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — MALLARD FINANCIAL PARTNERS INC (NEWARK, DE) left the SEC roster (was $187.5M RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.