ZURAW FINANCIAL ADVISORS, LLC

806 Green Valley Road
Suite 201
Greensboro, North Carolina 27408
Tel: 336. 290 7062 EXT 101

About ZURAW FINANCIAL ADVISORS, LLC

ZURAW FINANCIAL ADVISORS, LLC, formally registered with the SEC as ZURAW FINANCIAL ADVISORS, LLC. The firm was established in 09/24/2014. They have over 2 offices throughout the country.

ZURAW FINANCIAL ADVISORS, LLC is a Greensboro, North Carolina based Financial Planning firm with nearly $424,753,741 assets under management, offering retirement planning & investment advisory services to 722 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173129
SEC#	801-80364
Assets Managed by Firm	$424,753,741
No. of Clients	722
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	722	$424,753,741
Individuals (other than high net worth individuals)	93	$28,571,463
High net worth individuals	52	$321,527,875
Corporations or other businesses	8	$74,641,684

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