|
⚲
|
| McClarren Financial Advisors Inc
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|
|
|---|---|
| CRD # | 122147 |
| SEC # | 801-119274 |
| CIK # | 0001842974 |
| AUM | $453.0 M (2026-04-21) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 814-235-1940 |
| Address | 270 Walker Drive, 200 State College, PA 16801 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.0 | ||
| Microsoft Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 62.6 |
| (b) Individuals (high net worth individuals) | 159 | 390.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,719 | 453.0 |
| By Discretionary | ||
| Discretionary | 1,664 | 403.0 |
| Non-Discretionary | 55 | 50.0 |
| Total | 1,719 | 453.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.0 | |
| Total | 1,719 | 453.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842974] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Access Investment Management LLC
✚
|
GA | 0.5 |
|
Mullooly Asset Management Inc
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|
NJ | 0.5 |
|
Chaney Capital Management Inc
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|
WA | 0.5 |
|
Selective Wealth Management Inc
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|
VA | 0.5 |
|
Columbus Investment Advisory Inc
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|
OH | 0.5 |
|
Laurel Wealth Planning LLC
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|
MN | 0.5 |
|
Aspen Investment Management Inc
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|
MI | 0.5 |
|
IFC Personal Money Managers Inc
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|
NY | 0.5 |
|
Silverleafe Capital Partners LLC
✚
|
TN | 0.4 |
|
Westbourne Investment Advisors Inc
✚
|
MD | 0.4 |