Staines Financial, LLC
Firm details
- Headquarters
- Roseville, California
- CRD number
- 299405
- Registered since
- December 11, 2018
- Website
- www.stainesfinancial.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Staines Financial, LLC is an SEC-registered institutional RIA organized as an LLC and established in 2018. The firm describes itself as a capital allocator serving institutional clients and charges fees based on a percentage of assets under management plus other fee arrangements. Its advisory remit focuses on managing pooled investment vehicles and selecting third‑party advisers, rather than delivering retail financial planning. The firm is not positioned as an active ESG investor and is not identified as a multi‑state adviser, pension consultant, or related adviser.
Assets & Accounts
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
Owners & executives
2 of 2
Michael Staines
President, CEOCRD 5303142
Mark Massaro
Vice President, COOCRD 6856982
Contacts
2 of 2
Stephen Belasco
Financial AdvisorCRD 5843249
Natasha Day
Finance ManagerCRD 8064479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Roseville, CA
Placer
Location
Roseville, CA
Headquartered in Roseville, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Placer
- Address
- 1420 Rocky Ridge Dr
- Time zone
- PT (UTC-8)
- Office locations
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