Zafiro
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds40%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Gustavo Sanchez Nazario
CEOCRD 5946258
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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