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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between June 26, 2025 and April 6, 2026, reported AUM increased 100.1%, from $404.5M to $809.4M.
Across 5 reported observations, AUM increased 499.5% between August 17, 2022 and April 6, 2026, from $135.0M to $809.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 1,481 clients, or 740.5 clients per representative. That equates to $546.5K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
GREGORY JOSEPH ZANETTI
Chief Compliance Officer, Managing Member
- CRD
- #1506346
- Ownership
- 75% or more
Walt Benson
PARTNER
- CRD
- #7459557
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
Zanetti Financial, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.