Ziskin Asset Management Inc (Mesa)

Ziskin Asset Management Inc is an adviser based in Mesa. It manages $821.89 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Ziskin Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ziskin Asset Management: assets under management

The assets under management (AUM) of Ziskin Asset Management Inc is $821.89 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $821.89 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $821.89 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ziskin Asset Management Inc for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ziskin Asset Management Inc

Barry Ziskin has been acting as President since 1 Mar 1983. David Dwain Jones joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barry Ziskin	President	1 Mar 1983	75% - 100%	2303122
Barbara Dian Perleberg	Compliance officer	1 Mar 1998	Other	2735552
Barry Ziskin	Treasurer	1 Jan 1999	75% - 100%	2303122
Barbara Dian Perleberg	Secretary	1 Jan 1999	Other	2735552
David Dwain Jones	Chief compliance officer	1 Jan 2008	Other	2761758
Barry Ziskin	Chief compliance officer	1 Dec 2009	75% - 100%	2303122

Based in Mesa

The principal office where Ziskin Asset Management Inc performs its advisory services is located at 2302 Monterey, Mesa, AZ 85202 The mailing address of the firm is 1955 West Baseline Road, Mesa, AZ 85202. It doesn’t run an office outside of the United States.