MALLERY FINANCIAL

MALLERY FINANCIAL is an SEC-registered investment adviser (CRD 310425). Regulatory assets under management: $38.3M.

Registration

• CRD: 310425
• Type: Registered investment adviser
• Phone: 541-687-7678
• Latest filing: 2026-03-16
• Regulatory AUM: $38.3M
• Discretionary AUM: $32.1M
• Non-discretionary AUM: $6.1M
• Clients: 2
• Accounts: 282

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310425 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search