Stabile Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 145845
- Website
- www.stabileim.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI94.05%
- Other4.46%
- Individuals1.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stabile Investment Management is an independent RIA organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, charging clients on a percentage-of-AUM basis and for some services on an hourly fee schedule. Investment activity centers on publicly traded equities and exchange-traded products as the primary portfolio building blocks; the firm also accesses third‑party alternative managers. Stabile runs predominantly discretionary mandates and does not characterize itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities83%
- State & Local Bonds13%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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