Zafiro

RIAState 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, privately owned registered investment adviser organized as a limited liability company. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-assets fee model. Its client base is concentrated on individuals and families rather than institutional mandates. The firm does not identify as an active ESG investor and is not structured as a capital allocator; advisory services are delivered directly to client portfolios rather than through a fund-of-funds or sub-advisor model.

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