Mallory Capital Group, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Darien, Connecticut
CRD number
108486
Registered since
July 30, 2001

Firm profile

FINTRX

Overview

Mallory Capital Group, LLC is organized as a limited liability company and is SEC-registered, with registration in 2001. FINTRX classifies the firm as "Unclassified" and identifies ownership as a mix of a domestic entity and an individual. The dataset flags the adviser as not serving as a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant or related adviser. Publicly available details in the FINTRX snapshot are sparse: there is no breakdown of client types, fee arrangements, or stated advisory activities. That limited disclosure constrains what can be said about the firm's market positioning or target client segment from this source alone.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Bryan Smith

    Bryan Smith

    CEOCRD 7430811

Contacts

3 of 6
  • Albert Weymann

    Albert Weymann

    PrincipalCRD 1248304

  • Robert Burnat

    FinOpCRD 1262266

  • John Ireland

    John Ireland

    Managing DirectorCRD 3116346

Unlock 3 more contacts

Wealth teams

FINTRX

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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Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
62 Deepwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth