MALLARD ADVISORS, LLC
CRD #122146 SEC #801-61395 NEWARK, DE 302-737-4546
SEC Registered
Total AUM
$181.9M
Discretionary
$141.7M
Employees
12
Clients
51
Accounts
824
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $181.9M | $141.7M | $40.2M | 12 | 200 |
| Mar 2012 | $146.2M | $108.5M | $37.7M | 1 | 100 |
| Apr 2011 | $129M | $95.7M | $33.3M | 5 | -- |
| Mar 2011 | $129M | $95.7M | $33.3M | 5 | -- |
| Mar 2010 | $110.5M | $77M | $33.5M | 5 | -- |
| Mar 2010 | $72.6M | $72.6M | $0 | 5 | -- |
| Feb 2009 | $99M | $84.4M | $14.6M | 5 | -- |
| Feb 2009 | $99M | $84.4M | $14.6M | 5 | -- |
| Mar 2008 | $106.9M | $98.4M | $8.5M | 5 | -- |
| Mar 2007 | $88.6M | $80M | $8.6M | 5 | -- |
| Mar 2006 | $69.8M | $58.8M | $11M | 5 | -- |
| Feb 2006 | $54.2M | $45.8M | $8.3M | 5 | -- |
| Mar 2004 | $31.7M | $26.5M | $5.2M | 5 | -- |
DateMar 2013
Total AUM$181.9M
Discretionary$141.7M
Non-Disc.$40.2M
Employees12
Clients200
DateMar 2012
Total AUM$146.2M
Discretionary$108.5M
Non-Disc.$37.7M
Employees1
Clients100
DateApr 2011
Total AUM$129M
Discretionary$95.7M
Non-Disc.$33.3M
Employees5
Clients--
DateMar 2011
Total AUM$129M
Discretionary$95.7M
Non-Disc.$33.3M
Employees5
Clients--
DateMar 2010
Total AUM$110.5M
Discretionary$77M
Non-Disc.$33.5M
Employees5
Clients--
DateMar 2010
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$99M
Discretionary$84.4M
Non-Disc.$14.6M
Employees5
Clients--
DateFeb 2009
Total AUM$99M
Discretionary$84.4M
Non-Disc.$14.6M
Employees5
Clients--
DateMar 2008
Total AUM$106.9M
Discretionary$98.4M
Non-Disc.$8.5M
Employees5
Clients--
DateMar 2007
Total AUM$88.6M
Discretionary$80M
Non-Disc.$8.6M
Employees5
Clients--
DateMar 2006
Total AUM$69.8M
Discretionary$58.8M
Non-Disc.$11M
Employees5
Clients--
DateFeb 2006
Total AUM$54.2M
Discretionary$45.8M
Non-Disc.$8.3M
Employees5
Clients--
DateMar 2004
Total AUM$31.7M
Discretionary$26.5M
Non-Disc.$5.2M
Employees5
Clients--