B
CRD: 128915
Bugdal Zinsser Asset Management, Inc.
Princeton, NJ
6096586369
$54.8M Total AUM
$54.8M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-21-1992
- Office Locations
- 1
Office Locations
-- Princeton NJ
About Bugdal Zinsser Asset Management, Inc.
Bugdal Zinsser Asset Management, Inc. is a Princeton-based RIA. The firm has been operating for 34 years. Managing $54.8M in total assets under management, with 2 advisory representatives. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$27.4M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
20.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
34yrs Firm Age
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Services
Summit Element capital
Owner & Executives
D
DONALD JOHN BUGDAL
Chairman Of The Board, TREASURER
- CRD
- #4785381
- Ownership
- 50% but less than 75%
(648) 338-6742
foundation.summit@catalystcapital.com
in linkedin.com/in/alpha-vertex
D
DANIEL FREDERICK ZINSSER
Chief Executive Officer, Financial Advisor, President
- CRD
- #702674
- Ownership
- 50% but less than 75%
(633) 552-2130
timber.eagle@catalystcapital.com
in linkedin.com/in/bridge-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,800,000
Equity - Exchange:
73.5% Cash:
26.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $892,232,572 | 73.5% |
| Cash | $321,689,295 | 26.5% |
| Total | $1,213,921,867 | 100.0% |