# Bugdal Zinsser Asset Management, Inc.

> Bugdal Zinsser Asset Management, Inc. is a state-registered investment advisory firm, registered since 1992, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 128915
- Filed as: BUGDAL ZINSSER ASSET MANAGEMENT, INC.
- Legal name: Bugdal Ziusser Asset Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128915
- AdvisorCensus page: https://advisorcensus.com/firm/bugdal-zinsser-asset-management-inc-128915

## Quick answers

**How is Bugdal Zinsser Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bugdal Zinsser Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Is Bugdal Zinsser Asset Management, Inc. registered with the SEC or a state?**
Bugdal Zinsser Asset Management, Inc. is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 128915.

**How much does Bugdal Zinsser Asset Management, Inc. manage?**
Bugdal Zinsser Asset Management, Inc. reports $54,800,000 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Bugdal Zinsser Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23).

**Does Bugdal Zinsser Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128915

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $54,800,000
- Discretionary: $54,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 23 | $54,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1992 (34 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bugdal Zinsser Asset Management, Inc. (CRD 128915): Form ADV filing data as of October 2026.