Malachi Financial Services, Inc. is a large advisory firm based in Austin. It manages $42.6 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.
Malachi Financial Services provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Malachi Financial Services, Inc. is $42.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Malachi Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark D Snelling has been acting as President since 1 Jan 2000. Britt Hager joined the executive team most recently as the Secretary.
The principal office where Malachi Financial Services, Inc. performs its advisory services is located at 8701 Crystal Creek Circle, Austin, TX 78746 The mailing address of the firm is 12400 State Hwy 71 W, Suite 350, Austin, TX 78738 6500. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-402-1822 or by fax 512-402-0482. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.