Bugdal Zinsser Asset Management, Inc.

Overview

Bugdal Zinsser Asset Management, Inc. is a small, independent registered investment adviser focused on fee-based portfolio management and financial planning for individuals and families, including small-business owners. The firm operates as a single-office RIA under individual ownership and runs discretionary mandates across its client base. Its stated investment orientation is equity-first: filings show a clear preference for exchange-traded equities as the primary building blocks of client portfolios. The firm charges a percentage-of-AUM fee and delivers continuous portfolio oversight rather than acting as a capital allocator or pension consultant.

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Public Holdings

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Location & Offices