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Gregory Joseph Zanetti

ZANETTI FINANCIAL, LLC·ALBUQUERQUE, New Mexico
Unclaimed Profile
5130 SAN FRANCISCO RD NE, ALBUQUERQUE, NM 87109CRD# 1506346Firm CRD# 282089
01

About

Gregory Joseph Zanetti is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with ZANETTI FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ZANETTI FINANCIAL, LLC
ZANETTI FINANCIAL, LLC
AUM
$276M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ZANETTI FINANCIAL, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1506346
Firm CRD# 282089
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Joseph Zanetti offer?
Gregory Joseph Zanetti specializes in Investment Management, Fee-Only Advisory. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Gregory Joseph Zanetti's credentials?
Gregory Joseph Zanetti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Joseph Zanetti located?
Gregory Joseph Zanetti is based in ALBUQUERQUE, New Mexico, working with ZANETTI FINANCIAL, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Gregory Joseph Zanetti charge for services?
Gregory Joseph Zanetti's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZANETTI FINANCIAL, LLC?
ZANETTI FINANCIAL, LLC has approximately 2 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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