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Zullo Investment Group, Inc.

● SEC registered since 2020CRD 311698SEC# 801-120008Scranton, PA
Export (members)
Reg. AUM
$398.5M
Employees
3
Accounts
1,318
Location
Scranton, PA

Zullo Investment Group, Inc. assets under management

Zullo Investment Group, Inc. operates as an SEC-registered investment adviser based in Scranton, PA. The firm has been registered since 2020. It reports $398.5 million in regulatory assets under management and employs 3 people.
www.facebook.com/capital-wealth-investments-244943009438236View on SEC.gov ↗

Zullo Investment Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Sandra Jean Galdieri KosibaCcoUnder 5%2020
Tracy Aaron Zullo ControlPrincipalOver 75%2017

Frequently asked questions

How much does Zullo Investment Group, Inc. manage?

Zullo Investment Group, Inc. reports $398.5 million in regulatory assets under management on its Form ADV.

How many employees does Zullo Investment Group, Inc. have?

Zullo Investment Group, Inc. reports 3 employees.

Where is Zullo Investment Group, Inc. located?

Zullo Investment Group, Inc. is based in Scranton, PA and has been SEC-registered since 2020.

Does Zullo Investment Group, Inc. disclose fund performance?

Zullo Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address132 Adams Avenue, Scranton, PA 18503
Phone570-543-5255
Fax570-227-2821
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1909760
Discloses disciplinary historyNo

Assets under management

Discretionary$383.2M
Non-discretionary$15.3M
Total (RAUM)$398.5M