$12.7M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
2 Employees
122 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Betterment · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Pathway vectorPeak +more
- Established Date
- 11-01-2018
- Office Locations
- 1
Office Locations
1142 Corporate Drive Suite D Holland OH
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.
Team overview
67 AVG AGE
$12.7M AVG AUM / ADVISOR
$104.4K AVG AUM / CLIENT
7.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Foundation Optima
Client Personas
Insight crest Bridge
CRM
Zenith eagle
Custodian
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Investment Themes
Radial Radial
Investment Vehicles
Atlas atlas
Platform
Vertex summit
Services
Zenith zenith Pathway foundation Element Eagle Vital horizon Zenith Quantum prime Delta Legacy
Technology
Alpha signal Signal Pioneer summit
Owner & Executives
D
DAVID P MACINO
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4806492
- Ownership
- 75% or more
(551) 426-3277
insight.glacier@frontiercapital.com
in linkedin.com/in/capital-optima
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $12,742,278
Equity - Exchange:
13.2% U.S. Government/Agency:
9.7% Corporate - Investment Grade:
16.9% Equity - OTC:
15.0% Cash:
19.0% Private Funds:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $340,694,959 | 13.2% |
| U.S. Government/Agency | $250,359,175 | 9.7% |
| Corporate - Investment Grade | $436,192,789 | 16.9% |
| Equity - OTC | $387,153,363 | 15.0% |
| Cash | $490,394,260 | 19.0% |
| Private Funds | $676,227,874 | 26.2% |
| Total | $2,581,022,420 | 100.0% |