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Walt Benson

ZANETTI FINANCIAL, LLC·ALBUQUERQUE, New Mexico
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5130 SAN FRANCISCO RD NE, ALBUQUERQUE, NM 87109CRD# 7459557Firm CRD# 282089
01

About

Walt Benson 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# 7459557
Firm CRD# 282089
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Walt Benson offer?
Walt Benson specializes in Investment Management, Fee-Only Advisory. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Walt Benson's credentials?
Walt Benson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walt Benson located?
Walt Benson 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 Walt Benson charge for services?
Walt Benson'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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Other advisors in ALBUQUERQUE
Gregory Joseph Zanetti — ZANETTI FINANCIAL, LLCJessica Lynn Bundy — REDW WEALTH LLCJames H Dennedy — REDW STANLEY FINANCIAL ADVISORS, LLCBruce Emil Bleakman — REDW STANLEY FINANCIAL ADVISORS, LLCLisa Ann Ulrich — ULRICH CONSULTING GROUP, LLC
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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