MAZZONE & ASSOCIATES, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
144159
Registered since
September 25, 2007

Firm profile

FINTRX

Overview

Mazzone & Associates, LLC is a privately held limited liability company that registered with the SEC in 2007. FINTRX classifies the firm as an investment bank and indicates it is owned by an individual. The profile shows the firm does not act as a capital allocator and is not flagged as an active ESG investor, a pension consultant, a multi-state adviser, or part of a related-adviser group. Public disclosures in the data set are sparse: several standard practice fields (business activities, advisory services, fee structure and client types) are blank. That lack of detail suggests the firm either operates with a narrow, non-public client remit or has limited information available through this data source.

Assets & Accounts

Location & Offices

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

Contacts

2 of 2
  • JOSEPH SANFORD

    DirectorCRD 5361444

  • DOMINIC MAZZONE

    Managing MemberCRD 5342162

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
75 14th St NE
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth