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Zanetti Financial, Llc
Albuquerque, New Mexico
5.0
3 Reviews
Zanetti Financial, LLC is a highly reputable investment advisory firm based in Albuquerque, NM. With over 630 individual clients and an impressive $183,000,000 in assets under management, they have established themselves as a trusted partner in wealth management.
As a small firm, Zanetti Financial prides itself on delivering personalized service and attention to each client. Their expertise lies in managing assets from employer 401Ks and individual portfolios, and they possess extensive experience in this specialized area. All of the assets they manage are under discretionary management, ensuring optimal decision-making aligned ...see more
Assets Under Mgmt
$183M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
Reviews for Zanetti Financial, Llc
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