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Zuraw Financial
ZURAW FINANCIAL is a state-registered investment adviser in DELRAY BEACH, FL. The firm manages approximately $70 million in regulatory assets.
Overview
ZURAW FINANCIAL is a state-registered investment adviser in DELRAY BEACH, FL. The firm manages approximately $70 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Delray Beach
Corporate office
Greensboro, NC, United States
Sector focus
Frequently asked questions
Who makes investment decisions at Zuraw Financial?
Zuraw Financial does not publicly name individual investment committee members or a CIO. The firm operates as a fee-only RIA, and investment decisions are made by the firm's advisory team under its fiduciary duty to clients. Day-to-day portfolio management follows a systematic asset allocation model.
What investment stages does Zuraw Financial target?
Zuraw Financial's investment approach targets liquid, publicly traded securities across all stages of the market cycle, with an emphasis on capital preservation and income generation. The firm does not engage in venture capital or private equity stage investing based on publicly available information.
How does Zuraw Financial source clients?
Zuraw Financial relies on referrals from existing clients, attorneys, and CPAs in the Greensboro area. The firm does not publicly report a proprietary deal flow or a referral network beyond standard professional relationships in the regional wealth management community.
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