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MCCLARREN FINANCIAL ADVISORS
MCCLARREN FINANCIAL ADVISORS, INC.
CRD 122147 · SEC 801-119274
270 WALKER DRIVE, #200, STATE COLLEGE, PA, 16801, United States
Phone
814-235-1940
Fax
814-235-1935
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$453.0M
Discretionary AUM
$403.0M
Team
9 total employees; 8 advisory reps; 16 broker-dealer reps
Clients
251-500
Fees
Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $62.6M |
| High net worth individuals | 159 | $390.4M |
States served
LA, PA, TX
All web addresses on file
Official SEC filing: View on IAPD