Company Information

Get to know The Zaino Group

Founded in 2004 by Frank R. Zaino, The Zaino Group, LLC is an independent wealth management firm registered with the Securities and Exchange Commission (SEC). The firm operates on a fee-only basis, emphasizing a client-first approach by providing objective financial planning and investment management without the conflicts of interest associated with commission-based products. Their mission is to help clients achieve their financial goals through a disciplined, long-term investment philosophy and comprehensive wealth management strategies.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Zaino Group

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.