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ZANETTI FINANCIAL, LLC
CRD 282089 · SEC 801-122424
5130 SAN FRANCISCO RD NE, SUITE A, ALBUQUERQUE, NM, 87109, United States
Phone
505-250-3754
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$809.4M
Discretionary AUM
$809.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1185 | $647.5M |
| High net worth individuals | 296 | $161.9M |
States served
NM
All web addresses on file
Official SEC filing: View on IAPD