Zuraw Financial Advisors LLC

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Assets, Funds, Holdings

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Zuraw Financial Advisors LLC
CRD #173129
SEC #801-80364
CIK #
AUM 519.9 M (2026-02-23)
Employees 3 (67% Investors, 0% Brokers)
Phone3362907062101
Address806 Green Valley Road
Greensboro, NC 27408
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
60048036024012002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 90 31.2
(b) Individuals (high net worth individuals) 64 395.5
(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 10 93.2
(n) Other 0 0.0
Total 756 519.9
By Discretionary
Discretionary 756 519.9
Non-Discretionary 0 0.0
Total 756 519.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 519.9
Total 756 519.9
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail, Research
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