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| Zuraw Financial Advisors LLC
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| |
|---|---|
| CRD # | 173129 |
| SEC # | 801-80364 |
| CIK # | |
| AUM | $424.8 MM (2024-06-19) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 3362907062101 |
| Address | 806 Green Valley Road Greensboro, NC 27408 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 28.6 |
| (b) Individuals (high net worth individuals) | 52 | 321.5 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 74.6 |
| (n) Other | 0 | 0.0 |
| Total | 722 | 424.8 |
| By Discretionary | ||
| Discretionary | 722 | 424.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 722 | 424.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 424.8 | |
| Total | 722 | 424.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blue Barn Wealth LLC
✚
|
UT | 0.4 |
|
GEN Financial Management Inc
✚
|
MN | 0.4 |
|
Highland Financial Advisors LLC
✚
|
NJ | 0.4 |
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.4 |
|
Capital Investment Management Inc
✚
|
MO | 0.4 |
|
Global Wealth Management Investment Advisory Inc
✚
|
FL | 0.4 |
|
Cannon Tingey Investment Advisors Inc
✚
|
UT | 0.4 |
|
Hudson Value Partners LLC
✚
|
FL | 0.4 |
|
Pivotal Advisors LLC
✚
|
NY | 0.4 |
|
Winch Advisory Services LLC
✚
|
WI | 0.4 |