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Bugdal Zinser Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,800,000
Clients
23
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$2,382,609
About
Bugdal Zinser Asset Management, Inc. provides discretionary portfolio management to individual investors, with a client base concentrated in high‑net‑worth households and no material business with non‑HNW individual clients. The firm manages roughly $54.8 million across about 23 accounts and charges fees based on assets under management.
Investment decisions follow a top‑down, fundamental process beginning with an economic outlook, moving to industry allocation, and concluding with company‑level selections; the firm emphasizes capital preservation, diversification, and quality and targets a two‑ to three‑year horizon for recognition of value. Portfolios are implemented via electronic trading through clients’ brokers, are reviewed daily by the principals, and clients receive regular reporting including monthly statements and transaction reports.
Compared with many peers, the firm operates with a small roster and two principals directly overseeing accounts, which results in hands‑on management and individualized oversight. It does not custody client assets, does not charge performance‑based fees, receives no third‑party compensation or soft‑dollar credits, and leaves broker selection to clients while generally recommending discount brokerage execution.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
0.75% per annum
Account minimum: $300,000
Main office location
Bugdal Zinser Asset Management, Inc.
Princeton NJ, United States
Number of offices
1
Most active in
Bugdal Zinser Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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