ZANETTI FINANCIAL, LLC
CRD #282089 SEC #801-122424 ALBUQUERQUE, NM 505-250-3754
SEC Registered
Total AUM
$404.5M
Discretionary
$404.5M
Employees
2
Clients
0
Accounts
938
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $404.5M | $404.5M | $0 | 2 | 0 |
| Mar 2025 | $404.5M | $404.5M | $0 | 2 | 0 |
| Feb 2024 | $276.4M | $276.4M | $0 | 2 | 0 |
| May 2023 | $215.9M | $215.9M | $0 | 2 | 0 |
| May 2023 | $214.1M | $214.1M | $0 | 2 | 763 |
| Mar 2023 | $183M | $183M | $0 | 2 | 700 |
| Aug 2022 | $135M | $135M | $0 | 1 | 550 |
| Mar 2022 | $135M | $135M | $0 | 1 | 550 |
| Oct 2021 | $135M | $135M | $0 | 1 | 425 |
| Oct 2021 | $135M | $135M | $0 | 1 | 425 |
| Oct 2021 | $135M | $135M | $0 | 1 | 425 |
| Aug 2021 | $135M | $135M | $0 | 1 | 425 |
DateJun 2025
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$276.4M
Discretionary$276.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$215.9M
Discretionary$215.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$214.1M
Discretionary$214.1M
Non-Disc.$0
Employees2
Clients763
DateMar 2023
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees2
Clients700
DateAug 2022
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees1
Clients550
DateMar 2022
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees1
Clients550
DateOct 2021
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees1
Clients425
DateOct 2021
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees1
Clients425
DateOct 2021
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees1
Clients425
DateAug 2021
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees1
Clients425