MCCLARREN FINANCIAL ADVISORS, INC.

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Mcclarren Financial Advisors is based out of State College. Mcclarren Financial Advisors is a large advisory firm with 218 clients and discretionary assets under management (AUM) of $202,342,883 (Form ADV from 2021-05-04). Their last reported 13F filing for Q2 2021 included $122,739,000 in managed 13F securities and a top 10 holdings concentration of 68.8%. Mcclarren Financial Advisors's largest holding is iShares Core 1-5 Year USD Bond ETF with shares held of 528,206. Whalewisdom has at least 3 13F filings

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06/30/2021

13F Activity

  • Market Value $123.311 Million
  • Prior Market Value $111.845 Million
  • New Purchases69 stocks
  • Additional Purchases85 stocks
  • Sold out of7 stocks
  • Reduced holdings in52 stocks
  • Top 10 Holdings % 68.48 %
  • Turnover % [1]:23.46%
  • Turnover Alt % [2]: 4.82 %
  • Time Held Top20:1.90 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:1.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 6.91%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MCCLARREN FINANCIAL ADVISORS
1364 SOUTH ATHERTON STREET
STATE COLLEGE PA    16801
Country: United States

Business Phone: 814-235-1940
Fax: 814-235-1935
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Other (specify) S-CORPORATION
Organized in: PA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 218
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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MCCLARREN FINANCIAL ADVISORS, INC.

ownership team - last updated 2021-05-04
Name Title Start Date Direct/Indirect % Ownership
Redmond, Brandon, Keith OWNER 01/01/2021 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. OWNER direct 2021-01-01
MCCLARREN, JEFFREY, LEE PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1999-07-01
REEDER, GREGORY, ALAN VICE PRESIDENT / FINANCIAL ADVISOR 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. VICE PRESIDENT / FINANCIAL ADVISOR direct 2017-02-01
ANDERSON, JENNIFER, MICHELLE SECRETARY / BUSINESS MANAGER 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. SECRETARY / BUSINESS MANAGER direct 2017-02-01

MCCLARREN FINANCIAL ADVISORS, INC.

ownership team - last updated 2021-01-15
Name Title Start Date Direct/Indirect % Ownership
MCCLARREN, JEFFREY, LEE PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1999-07-01
REEDER, GREGORY, ALAN VICE PRESIDENT / FINANCIAL ADVISOR 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. VICE PRESIDENT / FINANCIAL ADVISOR direct 2017-02-01
ANDERSON, JENNIFER, MICHELLE SECRETARY / BUSINESS MANAGER 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. SECRETARY / BUSINESS MANAGER direct 2017-02-01
Redmond, Brandon, Keith OWNER 01/01/2021 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. OWNER direct 2021-01-01
MCCLARREN, JEFFREY, LEE PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1999-07-01
REEDER, GREGORY, ALAN VICE PRESIDENT / FINANCIAL ADVISOR 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. VICE PRESIDENT / FINANCIAL ADVISOR direct 2017-02-01
ANDERSON, JENNIFER, MICHELLE SECRETARY / BUSINESS MANAGER 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. SECRETARY / BUSINESS MANAGER direct 2017-02-01
Redmond, Brandon, Keith OWNER 01/01/2021 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. OWNER direct 2021-01-01

MCCLARREN FINANCIAL ADVISORS, INC.

ownership team - last updated 2020-12-11
Name Title Start Date Direct/Indirect % Ownership
MCCLARREN, JEFFREY, LEE PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1999-07-01
REEDER, GREGORY, ALAN VICE PRESIDENT / FINANCIAL ADVISOR 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. VICE PRESIDENT / FINANCIAL ADVISOR direct 2017-02-01
ANDERSON, JENNIFER, MICHELLE SECRETARY / BUSINESS MANAGER 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. SECRETARY / BUSINESS MANAGER direct 2017-02-01

MCCLARREN FINANCIAL ADVISORS, INC.

ownership team - last updated 2020-08-12
Name Title Start Date Direct/Indirect % Ownership
MCCLARREN, JEFFREY, LEE PRESIDENT AND CHIEF COMPLIANCE OFFICER 07/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 1999-07-01
REEDER, GREGORY, ALAN VICE PRESIDENT / FINANCIAL ADVISOR 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. VICE PRESIDENT / FINANCIAL ADVISOR direct 2017-02-01
ANDERSON, JENNIFER, MICHELLE SECRETARY / BUSINESS MANAGER 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MCCLARREN FINANCIAL ADVISORS, INC. SECRETARY / BUSINESS MANAGER direct 2017-02-01

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