MALLARD ADVISORS, LLC
Legal name: MALLARD ADVISORS
CRD #168795 SEC #801-113272 HOCKESSIN, DE 302-239-1654
SEC Registered
Total AUM
$172.2M
Discretionary
$172.2M
Employees
5
Clients
51
Accounts
433
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2022 | $172.2M | $172.2M | $0 | 5 | 2 |
| Mar 2022 | $172.2M | $172.2M | $0 | 5 | 2 |
| Mar 2021 | $156M | $156M | $0 | 5 | 0 |
| Jun 2020 | $145.1M | $145.1M | $0 | 4 | 5 |
| Mar 2020 | $145.1M | $145.1M | $0 | 4 | 5 |
| Sep 2019 | $122.1M | $122.1M | $0 | 4 | 12 |
| Apr 2019 | $122.1M | $122.1M | $0 | 4 | 12 |
| Feb 2019 | $122.1M | $122.1M | $0 | 3 | 12 |
| Oct 2018 | $124.6M | $76.9M | $47.7M | 3 | 11 |
| Apr 2018 | $124.6M | $76.9M | $47.7M | 4 | 11 |
DateOct 2022
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees5
Clients2
DateMar 2022
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees5
Clients2
DateMar 2021
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees4
Clients5
DateMar 2020
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees4
Clients5
DateSep 2019
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees4
Clients12
DateApr 2019
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees4
Clients12
DateFeb 2019
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees3
Clients12
DateOct 2018
Total AUM$124.6M
Discretionary$76.9M
Non-Disc.$47.7M
Employees3
Clients11
DateApr 2018
Total AUM$124.6M
Discretionary$76.9M
Non-Disc.$47.7M
Employees4
Clients11