MACINO FINANCIAL, LLC
Firm details
- Headquarters
- HOLLAND, Ohio
- CRD number
- 299160
- Website
- www.macinofinancial.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- US Government Bonds25%
- Investment Grade Corp Bonds15%
- Non-Exchange Traded Equities3%
- Private Funds1%
Contacts
1 of 1DAVID MACINO
Founder and PresidentCRD 4806492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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