R
$2.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-08-2011
- Office Locations
- 1
Office Locations
-- Bradenton FL
About Razzano Investment Management
Razzano Investment Management is a Bradenton-based RIA. The firm has been operating for 15 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
45 AVG AGE
$2.0M AVG AUM / ADVISOR
$69.0K AVG AUM / CLIENT
11.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ANTHONY JOHN RAZZANO
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5422716
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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