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| Zanetti Financial LLC
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|
|---|---|
| CRD # | 282089 |
| SEC # | 801-122424 |
| CIK # | |
| AUM | $809.4 M (2026-04-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 505-250-3754 |
| Address | 5130 San Francisco Rd NE Albuquerque, NM 87109 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,185 | 647.5 |
| (b) Individuals (high net worth individuals) | 296 | 161.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,481 | 809.4 |
| By Discretionary | ||
| Discretionary | 1,481 | 809.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,481 | 809.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 809.4 | |
| Total | 1,481 | 809.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SSA Swiss Advisors AG
✚
|
0.8 | |
|
Shulman Demeo Asset Management LLC
✚
|
NY | 0.8 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.8 |
|
Integris Wealth Management LLC
✚
|
CA | 0.8 |
|
Franklin Parlapiano Turner & Welch LLC
✚
|
TX | 0.8 |
|
The Advocate Group LLC
✚
|
MN | 0.8 |
|
Tanglewood Legacy Advisors LLC
✚
|
TX | 0.8 |
|
Firestone Capital Management Inc
✚
|
FL | 0.8 |
|
Great Diamond Partners LLC
✚
|
ME | 0.8 |
|
Hoxton Wealth USA LLC
✚
|
NJ | 0.8 |