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Building 2ZANETTI FINANCIAL, LLC

Map pinALBUQUERQUE, NM
Phone505-250-3754
NotebookSEC #801-122424
Total AUM
$809.4M
Employees
2
Clients
1,481

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5130 SAN FRANCISCO RD NE
SUITE A
ALBUQUERQUE
NM 87109
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
505-250-3754

ReceiptFinancials

Total AUM
$809.4M
Accounts
1,481
Discretionary
$809.4M
Accounts
1,481
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,185
AUM
$647.5M
HNW Individual Clients
296
AUM
$161.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NM

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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