Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new mexico > albuquerque > ZANETTI FINANCIAL, LLC
ZANETTI FINANCIAL, LLC
5130 San Francisco Rd Ne
Suite A
Albuquerque, New Mexico 87109
Tel: 505-250-3754
About ZANETTI FINANCIAL, LLC
ZANETTI FINANCIAL, LLC, formally registered with the SEC as ZANETTI FINANCIAL, LLC. The firm was established in 10/18/2021. They have over 1 offices throughout the country.
ZANETTI FINANCIAL, LLC is a Albuquerque, New Mexico based Financial Planning firm with nearly $404,472,409 assets under management, offering retirement planning & investment advisory services to 938 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282089 |
| SEC# | 801-122424 |
| Assets Managed by Firm | $404,472,409 |
| No. of Clients | 938 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 938 | $404,472,409 |
| Individuals (other than high net worth individuals) | 760 | $327,622,651 |
| High net worth individuals | 178 | $76,849,758 |
More Retirement Planning firms in Albuquerque, New Mexico:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $41,832,394,631 | 750 | 202 | |
| $3,279,256,426 | 999 | 26 | |
| $1,004,648,408 | 1227 | 14 | |
| $758,200,188 | 2212 | 12 | |
| $715,145,223 | 1945 | 7 |
Explore More Retirement Advisors in Albuquerque, New Mexico