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- Custodian
- Altruist · Betterment · Charles Schwab & Company · Security Benefit
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2018
- Office Locations
- 1
Office Locations
About Macino Financial, LLC
Macino Financial Services is a Toledo, Ohio-area retirement planning and financial planning firm led by David P. Macino. The practice supports individuals and retirees with goal-based planning and insurance needs such as mortgage protection and life insurance. Portfolios include a mix of ETFs and fixed income, and the firm custodies through platforms including Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 122 clients, or 122 clients per representative. That equates to $104.4K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
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- Custodian
- Industry Interests
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Owner & Executives
DAVID P MACINO
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4806492
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,742,278 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,742,278 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Macino Financial, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.