Mcclarren Financial Advisors

RIASEC RegisteredEst. 2020
Total AUM
$453M
Discretionary
$403M
89% of AUM
Avg account
$264K
Accounts
1,719
Employees
9
Advisory reps
8

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

FINTRX

Overview

Mcclarren Financial Advisors is an independent registered investment adviser that serves individual and family clients with a mix of fee-for-service planning and portfolio management. The firm became SEC-registered in 2020 and is owned by an individual. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses, delivered primarily under hourly and fixed-fee arrangements. The adviser does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 39%, Exchange Traded Equities 35%, State & Local Bonds 8%, Investment Grade Corp Bonds 7%, US Government Bonds 6%, Cash & Cash Equivalents 5%39%
  • Public Funds/Mutual Funds39%
  • Exchange Traded Equities35%
  • State & Local Bonds8%
  • Investment Grade Corp Bonds7%
  • US Government Bonds6%

Owners & executives

1 of 1
  • Jennifer Anderson

    Jennifer Anderson

    CFO, PartnerCRD 6303745

Contacts

3 of 7
  • Ruby Skow

    Ruby Skow

    ParaplannerCRD 7853691

  • Kyle Zentner

    Kyle Zentner

    ParaplannerCRD 8210259

  • Brandon Redmond

    Brandon Redmond

    Financial Advisor & PartnerCRD 6747853

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 68

Active vs passive

$182M in ETFs

Passive

79%

$144M

Active

11%

$37.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$20.9M56,55011.49%
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Location

Primary office

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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