Mcclarren Financial Advisors
Mcclarren Financial Advisors is an SEC-registered wealth manager in State College, PA with $453.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Mcclarren Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122147, SEC 801-119274, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $453.0M (2026-04-21)
- Firm type
- Wealth Manager
- Location
- State College, PA
- Employees
- 9
- Clients
- 267
- CRD
- 122147
- Ownership
- MCCLARREN, JEFFREY, LEE; REEDER, GREGORY, ALAN; ANDERSON, JENNIFER, MICHELLE; Redmond, Brandon, Keith; Cunningham, Alexis, Nichole
How much AUM does Mcclarren Financial Advisors have?
Mcclarren Financial Advisors reported $453.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Mcclarren Financial Advisors?
Disclosed owners and executives of Mcclarren Financial Advisors include MCCLARREN, JEFFREY, LEE, REEDER, GREGORY, ALAN, ANDERSON, JENNIFER, MICHELLE, Redmond, Brandon, Keith, Cunningham, Alexis, Nichole. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.