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 a small, fee-based registered advisory firm that focuses on portfolio management for individual and family clients as well as small businesses. The firm operates predominately as a discretionary manager, favoring equities as the core of client portfolios and using exchange-traded vehicles for most of that exposure. Its business model centers on percentage-of-AUM fees and direct portfolio management rather than institutional consulting or pension work. Sabin prefers a straightforward equity-first allocation while supplementing client portfolios with mutual funds and selected alternative fund investments where appropriate.

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

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth