MACINO FINANCIAL, LLC

RIASEC Registered
Total AUM
$12.7M
Discretionary
$12.7M
100% of AUM
Avg account
$53.3K
Accounts
239
Employees
2
Advisory reps
1

Firm details

Headquarters
HOLLAND, Ohio
CRD number
299160
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Macino Financial, LLC is an independent, individually owned Registered Investment Advisor operating as a limited liability company. The firm serves primarily individual and family clients, acting as a capital allocator and offering a mix of financial planning and portfolio management services. Fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. Advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, manager/third‑party adviser selection, and client education through seminars or workshops. Filings indicate the firm does not position itself as an active ESG investor and is not registered as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, US Government Bonds 25%, Investment Grade Corp Bonds 15%, Non-Exchange Traded Equities 3%, Private Funds 1%, Cash & Cash Equivalents 1%56%
  • Exchange Traded Equities56%
  • US Government Bonds25%
  • Investment Grade Corp Bonds15%
  • Non-Exchange Traded Equities3%
  • Private Funds1%

Contacts

1 of 1
  • DAVID MACINO

    Founder and PresidentCRD 4806492

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOLLAND, OH

LUCAS

Location

HOLLAND, OH

Headquartered in HOLLAND, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.

Metro area
Toledo-Findlay-Tiffin, OH
Region
Midwest
County
LUCAS
Address
1142 Corporate Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth