Zuraw Financial Advisors, LLC is a large advisory firm based in Greensboro. It manages $214.01 million of regulatory assets for 545 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Georgia, Louisiana, and North Carolina.
Zuraw Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Zuraw Financial Advisors, LLC is $214.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Zuraw Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Zuraw Financial Advisors is high net worth individuals with 28 clients and $147.54 million of assets under management. Among the 9 most similar advisory firms, Zuraw Financial Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $176.18 million for 155 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Zuraw Financial Advisors doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Zuraw Financial Advisors, LLC performs its advisory services is located at 806 Green Valley Road, Greensboro, NC 27408, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 336. 290 7062 EXT 101 or by fax 336.450 1080. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at zurawfinancialadvisors.com.