1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ZUNIC ADVISORY SERVICES

Map pinEMIGSVILLE, PA
Phone717-764-8992
NotebookSEC #801-71576
Total AUM
$34.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3291 NORTH GEORGE STREET
BOX 553
EMIGSVILLE
PA 17318-0553
United States
Operating Hours
8-5PM
Monday - Friday
Phone
717-764-8992

ReceiptFinancials

Total AUM
$34.4M
Accounts
271
Discretionary
$31.1M
Accounts
270
Non-Discretionary
$3.4M
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account