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ZULLO INVESTMENT GROUP, INC.
ZULLO INVESTMENT GROUP, INC.
CAPITAL WEALTH INVESTMENTS
SCRANTON, Pennsylvania
·
2 registered advisors
·
CRD# 311698
SEC# 801-120008
2
570-543-5255
01
Firm Overview
AUM
$328M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ZULLO INVESTMENT GROUP, INC.
2 registered advisors
Sandra Jean Galdieri Kosiba
SCRANTON, Pennsylvania
CRD# 1651500
Tracy Aaron Zullo
SCRANTON, Pennsylvania
CRD# 4293982
05
Office Locations
SCRANTON, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. ZULLO INVESTMENT GROUP, INC. (CRD# 311698) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.