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| Happy Holidays!! thanks for using AUM13F!! |
| Zuraw Financial Advisors LLC
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| CRD # | 173129 |
| SEC # | 801-80364 |
| CIK # | |
| AUM | $444.1 M (2025-06-26) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 3362907062101 |
| Address | 806 Green Valley Road Greensboro, NC 27408 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 25.5 |
| (b) Individuals (high net worth individuals) | 55 | 340.1 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 78.5 |
| (n) Other | 0 | 0.0 |
| Total | 730 | 444.1 |
| By Discretionary | ||
| Discretionary | 730 | 444.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 730 | 444.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 444.1 | |
| Total | 730 | 444.1 |
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|---|---|---|
|
Atticus Wealth Management LLC
✚
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FL | 0.4 |
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Ifrah Financial Services Inc
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AR | 0.4 |
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CO | 0.4 |
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Granite Bay Wealth Management LLC
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Harbor Advisory Corporation
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Wimmer Associates I LLC
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CA | 0.4 |
|
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NE | 0.4 |
|
Alliance Wealth Advisors LLC
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PA | 0.4 |
|
Alaethes Wealth LLC
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|
0.4 | |
|
TrueWealth Advisors LLC
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|
AL | 0.4 |