Zizzi Investments
Firm details
- Headquarters
- ,
- CRD number
- 322664
- Website
- zizzi-invest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.09%
- Individuals32.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Zizzi Investments LLC is an independent, state-registered advisory firm operating out of Pennsylvania that focuses on individual and family clients. The firm is organized as a limited liability company and is owned by an individual. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Zizzi does not position itself as a capital allocator and is not identified 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
- Public Funds/Mutual Funds46%
- Exchange Traded Equities37%
- Cash & Cash Equivalents16%
- Private Funds1%
Contacts
2 of 2
Brennan Zizzi
Co-FounderCRD 7049883
Colin Zizzi
Founder and Investment Advisor RepresentativeCRD 6066506
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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