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Building 2ZURAW FINANCIAL ADVISORS, LLC

Map pinGREENSBORO, NC
Phone336. 290 7062 EXT 101
NotebookSEC #801-80364
Total AUM
$519.9M
Employees
3
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
806 GREEN VALLEY ROAD
SUITE 201
GREENSBORO
NC 27408
United States
Operating Hours
9-5
Monday - Friday
Phone
336. 290 7062 EXT 101
Other Offices
1

ReceiptFinancials

Total AUM
$519.9M
Accounts
756
Discretionary
$519.9M
Accounts
756
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$31.2M
HNW Individual Clients
64
AUM
$395.5M
Banking Clients
1
AUM
$32.4K
Corporation or Business Clients
10
AUM
$93.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGALANCNESD

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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