David Allen Mazzanti

Cabana Asset Management

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Cabana Asset Management

Compensation

Fee-Only (AUM)

Firm Size

10 advisors

Number of Clients

345 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$634.4M

Fee Structure

Minimum Investment:$5K

Financial Planning:Included in AUM fee

Location

220 S. School Ave., Fayetteville, AR, 72701

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

David is a sole practitioner attorney at The Mazzanti Firm, PLLC, a law firm. This non-investment related activity takes nearly full-time hours.

Employment History

Current Registrations

Cabana Asset Management

May 2016 - Present · 9 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.