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Zanetti Financial, LLC

● SEC registered since 2021CRD 282089SEC# 801-122424Albuquerque, NM
Export (members)
Reg. AUM
$404.5M
Employees
2
Accounts
938
Location
Albuquerque, NM

Zanetti Financial, LLC assets under management

Zanetti Financial, LLC is an investment advisory firm registered with the SEC based in Albuquerque, NM. The firm has been registered since 2021. It reports $404.5 million in regulatory assets under management and employs 2 people.
zanettifinancial.comView on SEC.gov ↗

Zanetti Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gregory Joseph Zanetti ControlCco/Managing MemberOver 75%2015
Walt BensonPartner10-25%2021

Frequently asked questions

How much does Zanetti Financial, LLC manage?

Zanetti Financial, LLC reports $404.5 million in regulatory assets under management on its Form ADV.

How many employees does Zanetti Financial, LLC have?

Zanetti Financial, LLC reports 2 employees.

Where is Zanetti Financial, LLC located?

Zanetti Financial, LLC is based in Albuquerque, NM and has been SEC-registered since 2021.

Does Zanetti Financial, LLC disclose fund performance?

Zanetti Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5130 San Francisco Rd NE, Suite a, Albuquerque, NM 87109
Phone505-250-3754
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$404.5M
Non-discretionary$0
Total (RAUM)$404.5M