Overview
Assets Under Management: $404 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 178
Average Client Assets: $431,740
Frequently Asked Questions
ZANETTI FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282089), ZANETTI FINANCIAL, LLC is subject to fiduciary duty under federal law.
ZANETTI FINANCIAL, LLC is headquartered in ALBUQUERQUE, NM.
ZANETTI FINANCIAL, LLC serves 178 high-net-worth clients according to their SEC filing dated June 26, 2025. View client details ↓
According to their SEC Form ADV, ZANETTI FINANCIAL, LLC offers portfolio management for individuals. View all service details ↓
ZANETTI FINANCIAL, LLC manages $404 million in client assets according to their SEC filing dated June 26, 2025.
According to their SEC Form ADV, ZANETTI FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.00
Average High-Net-Worth Client Assets: $431,740
Total Client Accounts: 938
Discretionary Accounts: 938
Regulatory Filings
CRD Number: 282089
Filing ID: 2000219
Last Filing Date: 2025-06-26 11:19:00
Website: https://live.com