Sabino Investment Management, L.L.C.

RIAState Registered
Total AUM
$9.6M
Discretionary
$9.6M
100% of AUM
Avg account
$282K
Accounts
34
Employees
1
Advisory reps
1

Firm details

Headquarters
Tucson, Arizona
CRD number
114024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI65.72%
  • Individuals34.28%
  • Charitable Organizations33%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sabino Investment Management, L.L.C. operates as an independent RIA based in Arizona that serves individuals and families. The firm provides financial planning alongside portfolio management for individual and small-business clients and also manages portfolios for business or institutional clients. Its fees are charged as a percentage of assets under management and, in some engagements, on an hourly basis. Sabino is structured as a limited liability company and is owned by domestic entity and individual interests. The firm does not emphasize ESG investing and is not positioned as a multi-state adviser or a pension consultant. Its client focus and service mix suggest a boutique advisory model centered on personalized planning and discretionary portfolio management rather than large-scale capital allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 14%, US Government Bonds 5%, State & Local Bonds 4%, Cash & Cash Equivalents 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities14%
  • US Government Bonds5%
  • State & Local Bonds4%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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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

Tucson, AZ

Pima

Location

Tucson, AZ

Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area
Tucson-Nogales, AZ
Region
West
County
Pima
Address
2448 E 6th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth