Zanetti Financial, LLC
● SEC registered since 2021CRD 282089SEC# 801-122424Albuquerque, NM
Reg. AUM
$809.4M
Employees
2
Accounts
1,481
Location
Albuquerque, NM
Zanetti Financial, LLC assets under management
Zanetti Financial, LLC is an investment advisory firm registered with the SEC based in Albuquerque, NM. The firm has been registered since 2021. It reports $809.4 million in regulatory assets under management and employs 2 people.
Zanetti Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Joseph Zanetti Control | Cco/Managing Member | Over 75% | 2015 |
| Walt Benson | Partner | 10-25% | 2021 |
Frequently asked questions
How much does Zanetti Financial, LLC manage?
Zanetti Financial, LLC reports $809.4 million in regulatory assets under management on its Form ADV.
How many employees does Zanetti Financial, LLC have?
Zanetti Financial, LLC reports 2 employees.
Where is Zanetti Financial, LLC located?
Zanetti Financial, LLC is based in Albuquerque, NM and has been SEC-registered since 2021.
Does Zanetti Financial, LLC disclose fund performance?
Zanetti Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5130 San Francisco Rd NE, Suite a, Albuquerque, NM 87109 |
| Phone | 505-250-3754 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$809.4M▲ 100%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$809.4Mregulatory AUM
Discretionary $809.4M