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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-19-2021
- Office Locations
- 1
Office Locations
About Onus Observer LLC
Onus Observer LLC is a San Francisco RIA led by Zahid A. Jafry focused on technology employees and cryptoasset holders. The firm provides financial planning, investment management, and hands-on coordination with CPAs and estate attorneys, emphasizing how clients relate to money alongside liquidity-aware risk work. Jafry brings prior Bank of America Merrill Lynch private-wealth and investment committee experience evaluating municipal bond, hedge fund, and private equity managers.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Zahid Abbas Jafry
Chief Compliance Officer, Managing Member
- CRD
- #6883557
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,410 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,410 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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