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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Zanetti Financial LLC
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|---|---|
| CRD # | 282089 |
| SEC # | 801-122424 |
| CIK # | |
| AUM | $404.5 M (2025-06-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 505-250-3754 |
| Address | 5130 San Francisco Rd NE Albuquerque, NM 87109 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 760 | 327.6 |
| (b) Individuals (high net worth individuals) | 178 | 76.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 404.5 |
| By Discretionary | ||
| Discretionary | 938 | 404.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 938 | 404.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.5 | |
| Total | 938 | 404.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Columbus Investment Advisory Inc
✚
|
OH | 0.4 |
|
Members Advisory Group LLC
✚
|
NY | 0.4 |
|
HRC Wealth Management LLC
✚
|
ID | 0.4 |
|
Fruth Investment Management
✚
|
TX | 0.4 |
|
Garner Asset Management Corporation
✚
|
0.4 | |
|
Client 1st Advisory Group LLC
✚
|
FL | 0.4 |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.4 |
|
Lakeshore Financial Planning Inc
✚
|
MI | 0.4 |
|
Fischer Investment Group Inc
✚
|
NY | 0.4 |