RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 28, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAUMBACH, PAMELA, S.ISECRETARY & CCONA Control
BAUMBACH, PAMELA, S.ISECRETARY & CCONA Control
BAUMBACH, PAMELA, S.ISECRETARY & CCONA Control
BAUMBACH, PAMELA, S.ISECRETARY & CCONA Control
BAUMBACH, PAMELA, S.ISECRETARY & CCONA Control
BAUMBACH, PAMELA, S.ISECRETARY & CCONA Control
BAUMBACH, PAMELA, S.ISECRETARY & CCONA Control
BAUMBACH, PAMELA, S.ISECRETARY & CCONA Control
BAUMBACH, PAMELA, S.ITREASURERNA Control
BAUMBACH, PAMELA, S.ITREASURERNA Control
BAUMBACH, PAMELA, S.ITREASURERNA Control
BAUMBACH, PAUL, S.IPRESIDENTNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICERNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICERNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICERNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICERNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICERNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICERNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICERNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICERNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICERNA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICER & CCONA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICER & CCONA Control
DAIGLE, JOSEPH, LEONARDICHIEF EXECUTIVE OFFICER & CCONA Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTNA Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTNA Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTNA Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTNA Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTNA Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTNA Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTNA Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTNA Control
LEHNERD, SUSAN, ELIZABETHIVICE-PRESIDENTNA Control
Thompson, Jacqie, SueISECRETARYNA Control
Thompson, Jacqie, SueISECRETARYNA Control
Thompson, Jacqie, SueISECRETARYNA Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
BAUMBACH, PAUL, S.IPRESIDENTE Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
BAUMBACH, PAMELA, S.ISECRETARY & CCOC Control
BAUMBACH, PAMELA, S.ISECRETARY & CCOC Control
BAUMBACH, PAMELA, S.ISECRETARY & CCOC Control
BAUMBACH, PAMELA, S.ISECRETARY & CCOC Control
BAUMBACH, PAMELA, S.ISECRETARY & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.ISECRETARY & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.IPRESIDENT, COO & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.IPRESIDENT, COO & CCOC Control
BAUMBACH, PAMELA, S.IPRESIDENT, COO & CCOC Control
BAUMBACH, PAMELA, S.IPRESIDENT, COO & CCOC Control
BAUMBACH, PAMELA, S.IPRESIDENT, COO & CCOC Control
BAUMBACH, PAMELA, S.IPRESIDENT, COO & CCOC Control
BAUMBACH, PAMELA, S.IPRESIDENT, COO & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAMELA, S.ITREASURER & CCOC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.ISECRETARYC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.ISECRETARYC Control
BAUMBACH, PAUL, S.ISECRETARYC Control
BAUMBACH, PAUL, S.ISECRETARYC Control
BAUMBACH, PAUL, S.ISECRETARYC Control
BAUMBACH, PAUL, S.ISECRETARYC Control
BAUMBACH, PAUL, S.ISECRETARYC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
BAUMBACH, PAUL, S.IPRESIDENTC Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHITREASURERB Control
LEHNERD, SUSAN, ELIZABETHIVICE PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHITREASURERB Control
LEHNERD, SUSAN, ELIZABETHITREASURERB Control
LEHNERD, SUSAN, ELIZABETHITREASURERB Control
LEHNERD, SUSAN, ELIZABETHITREASURERB Control
LEHNERD, SUSAN, ELIZABETHITREASURERB Control
LEHNERD, SUSAN, ELIZABETHITREASURERB Control
LEHNERD, SUSAN, ELIZABETHIVICE-PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE-PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE-PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE-PRESIDENTB Control
LEHNERD, SUSAN, ELIZABETHIVICE-PRESIDENTB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueIVICE-PRESIDENTB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueIVICE-PRESIDENTB Control
Thompson, Jacqie, SueIVICE-PRESIDENTB Control
Thompson, Jacqie, SueIVICE-PRESIDENTB Control
Thompson, Jacqie, SueIVICE-PRESIDENTB Control
Thompson, Jacqie, SueIVICE-PRESIDENTB Control
Thompson, Jacqie, SueIVICE-PRESIDENTB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueISECRETARYB Control
Thompson, Jacqie, SueISECRETARYB Control

Registrations

Federal

IA
Jun 28, 2023 REGISTERED

Notice Filings (7)

CO DE FL MD NJ NY PA

Address

750 BARKSDALE ROAD
SUITE 3
NEWARK, DE 19711
United States
Phone: 302-737-4546