AdvizorPro
Sabino Investment Management, L.l.c.

Sabino Investment Management, L.l.c.. CRD 114024

S

CRD: 114024

Sabino Investment Management, L.l.c.

$12.7M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
27 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Bank OF America · Charles Schwab & Company · Wells Fargo
Clients
Retail and Institutional
Platforms
Available
Established Date
01-01-1999
Office Locations
1

Office Locations

2448 E 6TH Street Tucson AZ

About Sabino Investment Management, L.l.c.

Sabino Investment Management, LLC is an independent Tucson, AZ RIA providing investment management and consultation for families, nonprofits, and pension plans. Portfolios are value-biased and research-driven, using broadly diversified, low-expense funds (often institutional shares) and may include discounted closed-end funds and precious-metals bullion funds to manage risk/reward. Models are designed by Robert G. Kahl, CFA, CPA, MBA.

Team overview

70 AVG AGE
$12.7M AVG AUM / ADVISOR
$633.0K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

ROBERT GERALD KAHL

ROBERT GERALD KAHL

Chief Compliance Officer, Managing Member, Wealth Advisor

CRD
#1679463
Ownership
Less than 5%
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,660,000 --
Non-Discretionary $0 --
Total $12,660,000 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Municipal Bonds:
Available
Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Municipal Bonds Available Available
Cash Available Available
Total Available Available

Continue browsing

View all advisor firms in Arizona

Start a free trial and
prospect smarter