Zafiro

RIASEC Registered
Total AUM
$14.3M
Discretionary
$14.3M
100% of AUM
Avg account
$234K
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
331335
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI52.11%
  • Individuals47.89%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Zafiro is an independent registered investment adviser operating as a limited liability company that provides discretionary portfolio management primarily to individuals, families and small businesses. The firm is owner-operated and charges clients based on a percentage of assets under management. Its advisory activity centers on portfolio management rather than pension consulting or large institutional advisory work. Zafiro does not identify as an active ESG investor and is not registered as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 40%, US Government Bonds 10%, Cash & Cash Equivalents 10%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds40%
  • US Government Bonds10%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Gustavo Sanchez Nazario

    Gustavo Sanchez Nazario

    CEOCRD 5946258

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth