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.

You can reach the main office by calling the phone number 480-363-8579. The normal business hours are 9:00 am - 5:00 pm on Other.