MCCLARREN FINANCIAL ADVISORS
Firm details
- Headquarters
- STATE COLLEGE, Pennsylvania
- CRD number
- 122147
- Registered since
- August 10, 2020
- Website
- mcclarren.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Exchange Traded Equities35%
- State & Local Bonds8%
- Investment Grade Corp Bonds7%
- US Government Bonds6%
Owners & executives
1 of 1JENNIFER ANDERSON
CFO, PartnerCRD 6303745
Contacts
3 of 7Ruby Skow
ParaplannerCRD 7853691
Kyle Zentner
ParaplannerCRD 8210259
Brandon Redmond
Financial Advisor & PartnerCRD 6747853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$159M in ETFs
79%
$125M
11%
$33.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $18.7M | 58,279 | 11.79% |
Location
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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