Ziment Financial Advisors, Inc. is an adviser based in Princeton Junction. It manages $40.26 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of New Jersey and New York.
Ziment Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ziment Financial Advisors, Inc. is $40.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ziment Financial Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ziment Financial Advisors, Inc. performs its advisory services is located at 186 Princeton Hightstown Road, Princeton Junction, NJ 08550 The mailing address of the firm is P.O. Box 87, Princeton Junction, NJ 08550. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-514-0944 or by fax 609-751-9351. The normal business hours are by appointment only on Monday - Friday.