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McClarren Financial Advisors, Inc.

● SEC registered since 2020CRD 122147SEC# 801-119274State College, PA
Export (members)
Reg. AUM
$453M
Employees
9
Accounts
1,719
Location
State College, PA

McClarren Financial Advisors, Inc. assets under management

McClarren Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in State College, PA. The firm has been registered since 2020. It reports $453 million in regulatory assets under management and employs 9 people.

McClarren Financial Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Alexis Nichole CunninghamAdvisor5-10%2026
Brandon Keith Redmond ControlVice President / Advisor25-50%2021
Gregory Alan Reeder ControlPresident / Financial Advisor25-50%2017
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Frequently asked questions

How much does McClarren Financial Advisors, Inc. manage?

McClarren Financial Advisors, Inc. reports $453 million in regulatory assets under management on its Form ADV.

How many employees does McClarren Financial Advisors, Inc. have?

McClarren Financial Advisors, Inc. reports 9 employees.

Where is McClarren Financial Advisors, Inc. located?

McClarren Financial Advisors, Inc. is based in State College, PA and has been SEC-registered since 2020.

Does McClarren Financial Advisors, Inc. disclose fund performance?

McClarren Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address270 Walker Drive, #200, State College, PA 16801
Phone814-235-1940
Fax814-235-1935
Office hours9 a.m. To 4 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$453M▲ 9%
Jan '25 — $417.4MFeb '25 — $417.4MMar '25 — $417.4MApr '25 — $417.4MMay '25 — $417.4MJun '25 — $417.4MJul '25 — $417.4MAug '25 — $417.4MSep '25 — $417.4MOct '25 — $417.4MNov '25 — $417.4MDec '25 — $417.4MJan '26 — $417.4MFeb '26 — $453MMar '26 — $453MApr '26 — $453MMay '26 — $453MJun '26 — $453M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$453Mregulatory AUM
Discretionary $403MNon-discretionary $50M