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ZURAW FINANCIAL ADVISORS, LLC
CRD 173129 · SEC 801-80364
806 GREEN VALLEY ROAD, SUITE 201, GREENSBORO, NC, 27408, United States
Phone
336. 290 7062 EXT 101
Fax
336.450 1080
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$519.9M
Discretionary AUM
$519.9M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $31.2M |
| High net worth individuals | 64 | $395.5M |
| Banking/thrift institutions | 1 | $32K |
| Corporations/business entities | 10 | $93.2M |
States served
CA, GA, LA, NE, NC, SD
All web addresses on file
- https://www.youtube.com/user/zurawfinancialadvisors
- https://www.pinterest.com/azanswers/pins/
- https://www.facebook.com/zurawfinancialadvisors
- Https://www.facebook.com/annbenjaminzuraw
- https://www.youtube.com/channel/UCySpAej
- Https://www.linkedin.com/company/zuraw-financial-advisors-llc/
- https://instagram.com/chickschatandchange/
- https://www.linkedin.com/company/chicks-chat-and-change/
- https://business.facebook.com/chickschatandchange
- https://www.linkedin.com/in/annzuraw/
- Https://www.zurawfinancialadvisors.com
- https://twitter.com/AZanswers
Official SEC filing: View on IAPD