MALLARD FINANCIAL PARTNERS INC
CRD #169009 SEC #801-78580 NEWARK, DE 302-737-4546
SEC Registered
Total AUM
$187.5M
Discretionary
$187.5M
Employees
13
Clients
101
Accounts
626
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $187.5M | $187.5M | $0 | 13 | 4 |
| Jun 2023 | $187.5M | $187.5M | $0 | 13 | 4 |
| Mar 2023 | $187.5M | $187.5M | $0 | 13 | 4 |
| Mar 2022 | $233.2M | $233.2M | $0 | 15 | 13 |
| Mar 2021 | $218.7M | $218.7M | $0 | 16 | 4 |
| Sep 2020 | $207M | $207M | $0 | 17 | 34 |
| Jun 2020 | $207M | $207M | $0 | 17 | 34 |
| Jun 2020 | $207M | $207M | $0 | 17 | 34 |
| May 2020 | $207M | $207M | $0 | 17 | 34 |
| Mar 2020 | $207M | $207M | $0 | 17 | 34 |
| Mar 2019 | $169.3M | $169.3M | $0 | 17 | 5 |
| Oct 2018 | $173.4M | $173.4M | $0 | 16 | 2 |
| Sep 2018 | $173.4M | $173.4M | $0 | 16 | 2 |
| Mar 2018 | $173.4M | $173.4M | $0 | 16 | 2 |
| Nov 2017 | $150.5M | $150.5M | $0 | 13 | 29 |
| Aug 2017 | $150.5M | $150.5M | $0 | 13 | 200 |
| Mar 2017 | $150.5M | $150.5M | $0 | 10 | 200 |
| Aug 2016 | $143.1M | $143.1M | $0 | 10 | 200 |
| Mar 2016 | $143.1M | $143.1M | $0 | 11 | 200 |
| Jul 2015 | $153.2M | $153.2M | $0 | 11 | 200 |
| Jun 2015 | $153.2M | $153.2M | $0 | 11 | 200 |
| Mar 2015 | $153.2M | $153.2M | $0 | 11 | 200 |
| Apr 2014 | $132.2M | $132.2M | $0 | 9 | 200 |
| Apr 2014 | $132.2M | $132.2M | $0 | 9 | 200 |
| Mar 2014 | $132.2M | $132.2M | $0 | 9 | 200 |
| Jan 2014 | $122.5M | $122.5M | $0 | 9 | 100 |
| Sep 2013 | $0 | $0 | $0 | 9 | 0 |
DateJul 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees13
Clients4
DateJun 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees13
Clients4
DateMar 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees13
Clients4
DateMar 2022
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees15
Clients13
DateMar 2021
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees16
Clients4
DateSep 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees17
Clients34
DateJun 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees17
Clients34
DateJun 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees17
Clients34
DateMay 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees17
Clients34
DateMar 2020
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees17
Clients34
DateMar 2019
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees17
Clients5
DateOct 2018
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees16
Clients2
DateSep 2018
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees16
Clients2
DateMar 2018
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees16
Clients2
DateNov 2017
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees13
Clients29
DateAug 2017
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees13
Clients200
DateMar 2017
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees10
Clients200
DateAug 2016
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees11
Clients200
DateJul 2015
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees11
Clients200
DateJun 2015
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees11
Clients200
DateMar 2015
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees11
Clients200
DateApr 2014
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees9
Clients200
DateApr 2014
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees9
Clients200
DateJan 2014
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees9
Clients100
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0