CRD: 173129
Zuraw Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-24-2014
- Office Locations
- 2
Office Locations
About Zuraw Financial Advisors, LLC
Zuraw Financial Advisors, LLC is a registered investment adviser serving retail and institutional clients with financial planning and discretionary portfolio management. The firm focuses on asset allocation and portfolio construction, primarily using ETFs and mutual funds with fixed income exposure. Additional planning includes estate and business-succession considerations and insurance needs. Custody commonly with Schwab and Fidelity, with offices in Greensboro, NC and Atlanta, GA.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANN BENJAMIN ZURAW
Chief Compliance Officer, Managing Member
- CRD
- #4906373
- Ownership
- 50% but less than 75%
Lucy Zuraw Thompson
Investment Advisor, Secretary, TREASURER
- CRD
- #6994676
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $519,944,390 | $687,757 |
| Non-Discretionary | $0 | -- |
| Total | $519,944,390 | $687,757 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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