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ZURAW FINANCIAL
ZURAW FINANCIAL PLLC
CRD 164527
209 SE 5TH AVENUE, DELRAY BEACH, FL, 33483, United States
Phone
561-272-7317
Fax
561-265-1359
Registration
— (—)
Source
State registered
Total AUM
$70.1M
Discretionary AUM
$70.1M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $16.9M |
| High net worth individuals | 12 | $46.8M |
| Pension/profit sharing plans | 3 | $5.1M |
| Corporations/business entities | 2 | $1.2M |
Official SEC filing: View on IAPD