Malachi Financial Services, Inc. (Austin)

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.

Malachi Financial Services: assets under management

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 firm manages $42.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $687.1 thousand each.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Malachi Financial Services, Inc.

Mark D Snelling has been acting as President since 1 Jan 2000. Britt Hager joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Malachi Financial Services	Founder	1 Jul 1993	75% - 100%	111398
Mark D Snelling	President	1 Jan 2000	Other	4381028
Gregory Labadie Feste	Founder/chairman	1 Jan 2000	75% - 100%	1094563
David Bryan Teel	Vice president	1 Jan 2000	Other	4381081
Britt Hager	Secretary	1 Jul 2001	Other	4433067

Based in Austin

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.