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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2012
- Office Locations
- 1
Office Locations
About Zuraw Financial
Zuraw Financial Advisors is a Delray Beach, FL RIA serving retail and institutional clients with financial planning, retirement and estate planning, insurance guidance, and portfolio construction. Portfolios emphasize ETFs and public funds, with exposure to fixed income and alternatives, including socially responsible investing; custody includes SEI.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSHUA BRENT GEIB
Chief Compliance Officer, Managing Member, President
- CRD
- #5460006
- Ownership
- 50% but less than 75%
EDWARD ANTHONY ZURAW JR.
Chief Financial Officer, Financial Advisor, Managing Member
- CRD
- #5459999
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,081,547 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,081,547 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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