Walt
Benson

Zanetti Financial, LLC

CRD#7459557
Investment Advisor
in Albuquerque, NM

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About this Advisor

Walt Benson is a financial advisor based in Albuquerque, New Mexico, working with Zanetti Financial, LLC. Walt has previously held positions at Walt Benson Consulting, Footprints Home Care, Us Eagle Federal Credit Union, and Zanetti Financial, LLC. Walt has passed the Series 65 regulatory exam and is registered to provide services in New Mexico. Currently, Walt is part of Zanetti Financial, LLC, which operates out of Albuquerque, New Mexico. The firm has 2 employees and manages assets totaling $276.4 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Zanetti Financial, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5130 San Francisco Rd Ne Suite A
Albuquerque, NM 87109

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Zanetti Financial, LLC Brokerage Details

Total Assets Under Management

$276,399,990

NM Average: $3,612,835,751
Total Number of Employees

2

NM Average: 18
Total Number of Accounts

712

NM Average: 517
Average Account Size

$388,202

NM Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Walt Benson Work History

2021 - Present (4 years)

Zanetti Financial, LLC

2018 - 2021 (3 years)

Walt Benson Consulting

2015 - 2018 (3 years)

Footprints Home Care

2005 - 2015 (10 years)

Us Eagle Federal Credit Union

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Walt Benson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Zanetti Financial, LLC

Gregory Zanetti
Albuquerque, NM
Walt Benson
Albuquerque, NM

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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