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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2022
- Office Locations
- 1
Office Locations
About Zizzi Investments
Zizzi Investments is a Pennsylvania-based, fee-only RIA offering investment management, financial planning, and retirement plan consulting. The firm emphasizes clear, curated communication and serves as a fiduciary. ADV data indicates portfolios are implemented largely with ETFs and publicly traded funds, with custody at Charles Schwab, serving retail households including business owners.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
COLIN H ZIZZI
Co-founder, Co-Owner, Founder
- CRD
- #6066506
- Ownership
- 75% or more
Brennan Anthony Zizzi
Chief Compliance Officer, Co-founder, Co-Owner, Investment Advisor
- CRD
- #7049883
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,122,305 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,122,305 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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