Zanetti Financial LLC

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Assets, Funds, Holdings

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Zanetti Financial LLC
CRD #282089
SEC #801-122424
CIK #
AUM 809.4 M (2026-04-06)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone505-250-3754
Address5130 San Francisco Rd NE
Albuquerque, NM 87109
Source [IAPD] [Website]
Total AUM ($M)
90072054036018002010201520212027
AUM Breakdown Accounts AUM ($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
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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