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)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | NA | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | NA | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | NA | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | NA | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | NA | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | NA | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | NA | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | NA | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER | NA | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER | NA | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER | NA | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER & CCO | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER & CCO | NA | Control |
| DAIGLE, JOSEPH, LEONARD | I | CHIEF EXECUTIVE OFFICER & CCO | NA | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | NA | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE-PRESIDENT | NA | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | NA | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | NA | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | NA | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | SECRETARY & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | PRESIDENT, COO & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | PRESIDENT, COO & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | PRESIDENT, COO & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | PRESIDENT, COO & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | PRESIDENT, COO & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | PRESIDENT, COO & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | PRESIDENT, COO & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAMELA, S. | I | TREASURER & CCO | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | SECRETARY | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | SECRETARY | C | Control |
| BAUMBACH, PAUL, S. | I | SECRETARY | C | Control |
| BAUMBACH, PAUL, S. | I | SECRETARY | C | Control |
| BAUMBACH, PAUL, S. | I | SECRETARY | C | Control |
| BAUMBACH, PAUL, S. | I | SECRETARY | C | Control |
| BAUMBACH, PAUL, S. | I | SECRETARY | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| BAUMBACH, PAUL, S. | I | PRESIDENT | C | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | TREASURER | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | TREASURER | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | TREASURER | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | TREASURER | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | TREASURER | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | TREASURER | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | TREASURER | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE-PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE-PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE-PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE-PRESIDENT | B | Control |
| LEHNERD, SUSAN, ELIZABETH | I | VICE-PRESIDENT | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | VICE-PRESIDENT | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | VICE-PRESIDENT | B | Control |
| Thompson, Jacqie, Sue | I | VICE-PRESIDENT | B | Control |
| Thompson, Jacqie, Sue | I | VICE-PRESIDENT | B | Control |
| Thompson, Jacqie, Sue | I | VICE-PRESIDENT | B | Control |
| Thompson, Jacqie, Sue | I | VICE-PRESIDENT | B | Control |
| Thompson, Jacqie, Sue | I | VICE-PRESIDENT | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
| Thompson, Jacqie, Sue | I | SECRETARY | B | Control |
Registrations
Federal
IA
Jun 28, 2023 REGISTERED
Notice Filings (7)
CO DE FL MD NJ NY PA
Address
750 BARKSDALE ROADSUITE 3
NEWARK, DE 19711
United States
Phone: 302-737-4546