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Ziment Financial Advisors, Inc.

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Client assets under management

$47,760,772

Clients

10

100% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

3

Very Low

Average account size

$4,776,077

About

Ziment Financial Advisors, Inc. provides discretionary portfolio management and standalone financial planning and consulting primarily for high‑net‑worth and individual clients. The firm implements tailored asset allocations across corporate bonds, ETFs, futures, treasuries and money‑market/cash equivalents and provides ongoing monitoring and rebalancing.

The firm’s investment process emphasizes a risk‑budget framework that seeks to hedge systematic (market) exposure while pursuing security‑ and sector‑specific returns, using quantitative models and real‑time market inputs. To manage market and idiosyncratic risk it employs derivative‑based strategies — including futures, options and leveraged/inverse ETFs — as part of portfolio construction and hedging.

Noteworthy features disclosed in the brochure include an affiliated accounting and insurance capability: the firm’s principal offers CPA and insurance services separately from the advisory business, a relationship the brochure identifies as a potential conflict of interest. The firm operates with a small advisory team and limited client roster while managing multi‑million dollar portfolios and explicitly treats cash as an asset class in its advisory mandate.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

1.50% annually

Other

Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees generally range between $4,000 and $10,000 on a fixed-fee basis

Main office location

Ziment Financial Advisors, Inc.

Princeton Junction NJ, United States

Number of offices

3

Most active in

More info

New Jersey · New York

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

609-514-0944

Advisors at this firm

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Jared Z

Series 63, Series 65

New York, NY

Ziment Financial Advisors, Inc.

Jared Ziment is a financial advisor at Ziment Financial Advisors, Inc. in New York, NY, with nine years of industry experience. He previously worked at Morgan Stanley & Co LLC for eight years and at Cabrera Capital Markets for one year. Jared holds Series 63 and Series 65 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and standalone financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market exposure, employing quantitative models and real-time market data in portfolio construction and hedging.

Options & derivatives strategies Active portfolio management
user avatar

Jeffrey Z

Series 63

Princeton Junction, NJ

Ziment Financial Advisors, Inc.

Jeffrey Ziment is a financial advisor at Ziment Financial Advisors, Inc. with 23 years of industry experience. He holds a Series 63 designation and has been providing tax preparation services as a CPA since 1985. In addition to his advisory role, he is president of ZB Group Inc., a business consulting firm. Ziment Financial Advisors, Inc. offers discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market exposure and tailor asset allocations across various securities.

Options & derivatives strategies Active portfolio management
user avatar

Daniel Z

Series 63, Series 65

New York, NY

Ziment Financial Advisors, Inc.

Daniel Ziment is a financial advisor at Ziment Financial Advisors, Inc. with five years of industry experience. He previously worked at Morgan Stanley & Co LLC and Goldman Sachs & Co LLC and has a background that includes roles at The Wharton School and Evolent Health. He holds Series 63 and Series 65 licenses. Ziment Financial Advisors, Inc. provides discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm employs a risk-budget framework and derivative-based strategies to manage market exposure and risk, using quantitative models and real-time market data.

Options & derivatives strategies Active portfolio management
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