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ZIMENT FINANCIAL ADVISORS, INC.

CRD 123850 · SEC 801-67928

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$47.8M

Discretionary AUM

$47.8M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-16

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals10$47.2M

Official SEC filing: View on IAPD