Investment adviser · CRD 123850
ZIMENT FINANCIAL ADVISORS, INC.
Investment adviser filing (IA)
PRINCETON JUNCTION, NJ, United States · Form ADV filed Jun 26, 2012
- Regulatory AUM
- $40.3M Form ADV · Item 5.F
- Client accounts
- 24 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
186 PRINCETON-HIGHTSTOWN ROAD, BUILDING 4-BPRINCETON JUNCTION, NJ, 08550, United States
CRD 123850
Filing source
Form ADV 655583 · Jun 26, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.