$809.4M Total AUM
$809.4M Disc. AUM
64.8% 3Y CAGR
2 Employees
1,481 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2015
- Office Locations
- 1
Office Locations
5130 SAN Francisco RD NE Suite A Albuquerque NM
About Zanetti Financial, LLC
Zanetti Financial is an Albuquerque, NM investment advisory firm providing investment advice and portfolio management for retail clients. The firm builds and manages client portfolios with a notable emphasis on ETFs alongside fixed income exposures. Trades are cleared through Charles Schwab & Co., and managing member Greg Zanetti is a regular guest on local 770 AM KOB radio.
Team overview
-- AVG AGE
$404.7M AVG AUM / ADVISOR
$546.5K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
G
GREGORY JOSEPH ZANETTI
Chief Compliance Officer, Managing Member
- CRD
- #1506346
- Ownership
- 75% or more
Available
Available
Available
W
Walt Benson
PARTNER
- CRD
- #7459557
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $809,369,167 | $546,502 |
| Non-Discretionary | $0 | -- |
| Total | $809,369,167 | $546,502 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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