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- Custodian
- Apex · Betterment · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-17-2020
- Office Locations
- 1
Office Locations
About Mallery Financial
Mallery Financial is a Eugene, OR fiduciary advisory led by CIO/financial planner Stephen Mallery, AIF. The firm provides tailored investment management built around each client’s risk profile, goals, and preferences, using a values-based, transparent, collaborative process. It also delivers comprehensive financial planning and commission-independent insurance consulting, and offers an online risk assessment to start the conversation.
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Investment Themes
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Owner & Executives
STEPHEN ARTHUR MALLERY
Advisor, Managing Member
- CRD
- #4720177
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,139,060 | -- |
| Non-Discretionary | $6,114,157 | -- |
| Total | $38,253,217 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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