Overview
Assets Under Management: $399 million
Headquarters: SCRANTON, PA
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Frequently Asked Questions
ZULLO INVESTMENT GROUP, INC. 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 #311698), ZULLO INVESTMENT GROUP, INC. is subject to fiduciary duty under federal law.
ZULLO INVESTMENT GROUP, INC. is headquartered in SCRANTON, PA.
ZULLO INVESTMENT GROUP, INC. serves 80 high-net-worth clients according to their SEC filing dated May 15, 2025. View client details ↓
According to their SEC Form ADV, ZULLO INVESTMENT GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ZULLO INVESTMENT GROUP, INC. manages $399 million in client assets according to their SEC filing dated May 15, 2025.
According to their SEC Form ADV, ZULLO INVESTMENT GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.30
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,318
Discretionary Accounts: 1,313
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 311698
Filing ID: 1990027
Last Filing Date: 2025-05-15 15:34:00
Website: https://capitalwealthinvestments.com