Top Fund Management Inc is an adviser based in Mesa. It manages $3.2 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.
Top Fund Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Top Fund Management Inc is $3.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Top Fund Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
The principal office where Top Fund Management Inc performs its advisory services is located at 1819 S Dobson Rd Ste 207, Mesa, AZ 85202, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 480-897-6214 or by fax 480-345-9227. The normal business hours are 10:00am-5:00pm on Monday - Friday.