Razzano Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 152666
- Website
- www.razzanoconsulting.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Razzano Investment Management is a small, individually owned LLC that advises individuals and families and provides portfolio management for individuals and small businesses. The firm combines advisory work with insurance brokerage and accounting services, which suggests its offering mixes investment advice and insurance product distribution. Compensation is billed as a percentage of assets under management. Razzano Investment Management is not positioned as a multi-state or institutional pension consultant and does not self-identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other79%
- Cash & Cash Equivalents20%
- Exchange Traded Equities1%
Contacts
1 of 1
Anthony Razzano
Managing MemberCRD 5422716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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