Malloch Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3225 Park Ln, Chappell Hill, Texas, 7742...

Phone Number

(979) 830-3873

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Malloch Wealth Management

Malloch Wealth Management is an independent fee-based advisory firm that specializes in assisting university faculty, their families, and former students, particularly from Texas A&M and Lamar University, with retirement planning. The firm focuses on creating sustainable retirement income strategies to help clients retire on their terms without the fear of financial instability. By prioritizing clients' best interests, they aim to provide clarity on financial options and life choices before and during retirement. Their comprehensive approach includes various resources such as articles, calculators, and videos to support clients in their financial journey.Explore more
Malloch Wealth Management's Social MediaPopular SearchesMalloch Wealth ManagementMalloch Wealthmallochwealthmgmt.comSIC Code 62,628NAICS Code 52,523Show more

Malloch Wealth Management Org Chart

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LM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Malloch Wealth Management

<$5M
1-10
Private
-
2009
LM
Leigh MallochClient Services Advisor
$7.6M
11-50
Private
-
2018
KC
Kevin ChristensenSenior Wealth Advisor
<$5M
11-50
Private
-
2009
MR
Mark RwazireniCo-Founder & CEO
<$5M
1-10
Private
-
2009
AB
Angi BurkardDirector, Marketing
<$5M
1-10
Private
-
-
RT
Ryan TaylorDirector, Communications
<$5M
11-50
Private
-
2017
SS
Snezana SofranicChief of Staff
<$5M
1-10
Private
-
2013
Kerry Poulson, President at TrueCourse Investment Management
Kerry PoulsonPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Malloch Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Malloch Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Malloch Wealth Management.

Malloch Wealth Management Tech Stack

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Frequently Asked Questions Regarding Malloch Wealth Management

What is Malloch Wealth Management's official website?
Malloch Wealth Management's official website is www.mallochwealthmgmt.com
What is Malloch Wealth Management's Revenue?
Malloch Wealth Management's revenue is <$5 Million
What is Malloch Wealth Management's SIC code?
Malloch Wealth Management's SIC: 62,628
What is Malloch Wealth Management's NAICS code?
Malloch Wealth Management's NAICS: 52,523
How many employees does Malloch Wealth Management have?
Malloch Wealth Management has 1-10 employees
What industry does Malloch Wealth Management belong to?
Malloch Wealth Management is in the industry of: Finance, Securities Trading
What is Malloch Wealth Management competition?
Malloch Wealth Management top competitors include: Lighthouse Wealth Partners, Triumph Capital, The Galeb Group, TrueCourse Investment Management
What technology does Malloch Wealth Management use?
Some of the popular technologies that Malloch Wealth Management uses are: Enom DNS Hosting, Amazon Web Hosting
How do I contact Malloch Wealth Management?
Malloch Wealth Management contact info: Phone number: (979) 830-3873 Website: www.mallochwealthmgmt.com
What does Malloch Wealth Management do?

Malloch Wealth Management is an independent fee-based advisory firm that specializes in assisting university faculty, their families, and former students, particularly from Texas A&M and Lamar University, with retirement planning. The firm focuses on creating sustainable retirement income strategies to help clients retire on their terms without the... fear of financial instability. By prioritizing clients' best interests, they aim to provide clarity on financial options and life choices before and during retirement. Their comprehensive approach includes various resources such as articles, calculators, and videos to support clients in their financial journey.Read More

What are Malloch Wealth Management social media links?
Malloch Wealth Management Linkedin page Malloch Wealth Management Facebook page
Is Malloch Wealth Management a public company?
Malloch Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Malloch Wealth Management

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