Sabin Investment Management, Inc.

RIASEC Registered
Total AUM
$44M
Discretionary
$44M
100% of AUM
Avg account
$172K
Accounts
255
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
143629
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals65.09%
  • HNWI34.91%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Sabin Investment Management, Inc. is an independent, privately owned registered investment adviser that focuses on fee-based portfolio management for individuals and small businesses. The firm operates as a corporation with an owner classified as an individual and targets individual and family clients rather than institutional sponsors or pensions. Its advisory model is percentage-of-assets-under-management pricing, with a primary service of discretionary portfolio management. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser or pension consultant, and does not function as a capital allocator to outside managers in the sense of a fund-of-funds sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, US Government Bonds 10%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 2%84%
  • Exchange Traded Equities84%
  • US Government Bonds10%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Larry Sabin

    Larry Sabin

    Founder, Client AdvisorCRD 1077951

  • Taylor Sabin

    Taylor Sabin

    Client AdvisorCRD 7825912

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth