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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2022
- Office Locations
- 1
Office Locations
About Engineering Financial Independence, Inc.
Engineering Financial Independence, Inc. is a Poway, CA RIA providing financial planning and investment planning for retail clients. The firm builds portfolios around ETF-based asset allocation, with some use of mutual funds and cash. Additional services include portfolio construction and insurance/life insurance planning. Custody includes Charles Schwab; the firm is led by managing partner John J. Malaney.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
John Joseph Malaney
Chief Compliance Officer, Managing Partner
- CRD
- #7535924
- Ownership
- 75% or more
Colene Alisa Malaney
Managing Partner
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,041,255 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,041,255 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,041,255
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,738,706,385 | 23.7% |
| Private Funds | $1,628,661,677 | 22.2% |
| Other | $1,878,096,348 | 25.6% |
| Cash | $2,090,849,450 | 28.5% |
| Total | $7,336,313,860 | 100.0% |