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Zuraw Financial Advisors
ZURAW FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in GREENSBORO, NC, registered since 2014. The firm manages approximately $520 million in...
Zuraw Financial Advisors
ZURAW FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in GREENSBORO, NC, registered since 2014. The firm manages approximately $520 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Is Zuraw Financial Advisors a registered investment advisor?
Yes, the firm is registered as a registered investment advisor (RIA) with state or SEC authorities, as per public regulatory databases. RIA status implies fiduciary duties and compliance with investment advisor regulations.
What services does Zuraw Financial Advisors typically offer?
As an RIA, the firm likely provides financial planning, investment management, and wealth advisory services. No specific service menu has been publicly detailed, but typical RIAs offer portfolio construction, retirement planning, and tax-coordinated strategies.
Where is Zuraw Financial Advisors based?
The firm is US-based, but its specific city and state have not been confirmed through public filings or website information. SEC or state registration records may list a mailing address for compliance purposes.
Does Zuraw Financial Advisors disclose its AUM?
No, public records do not include a disclosed AUM figure. The firm may file Form ADV with the SEC, which could include approximate AUM, but such filings were not available for this profile.
Who are the principals or leadership at Zuraw Financial Advisors?
Named principals have not been found in public sources. The firm's registration documents may list key owners or executives, but those records were not accessible for this profile.
What is the typical client type for Zuraw Financial Advisors?
Given its RIA classification, clientele likely includes high-net-worth individuals, families, and possibly small institutions. Without a disclosed client profile, this is an inference based on industry norms.
Has Zuraw Financial Advisors been featured in recent news or regulatory actions?
No recent news articles or regulatory events involving the firm have been identified in public sources. The firm appears to maintain a low public profile.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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