Zanetti Financial, LLC

Zanetti Financial, LLC (CRD# 282089) is a financial advisory firm headquartered in Albuquerque, NM. They manage $276,399,990 in 712 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

5130 San Francisco Rd Ne, Suite A, Albuquerque, NM 87109

https://zanettifinancial.com

By the Numbers

Total Assets Under Management

276

MILLION
Total Number of Accounts

712

ACCOUNTS
Average Account Value

$388,202

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Zanetti Financial, LLC

Showing 1 - 2 of 2 top financial advisors.

Gregory J. Zanetti

CRD#: 1506346

5130 San Francisco Rd Ne, Suite A, Albuquerque, NM 87109

Gregory Zanetti (CRD# 1506346) is an Investment Advisor Representative working at Zanetti Financial, LLC in Albuquerque, NM and has over 37 years of experience in the finance industry.

Walt Benson

CRD#: 7459557

5130 San Francisco Rd Ne, Suite A, Albuquerque, NM 87109

Walt Benson (CRD# 7459557) is an Investment Advisor Representative working at Zanetti Financial, LLC in Albuquerque, NM and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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