ZUNIC ADVISORY SERVICES LLC
Legal name: ZUNIC ADVISORY SERVICES
CRD #130846 SEC #801-71576 EMIGSVILLE, PA 717-764-8992
SEC Registered
Total AUM
$34.4M
Discretionary
$31.1M
Employees
1
Clients
51
Accounts
271
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 6, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZUNIC, JEFFREY, JOSEPH | I | PRESIDENT/OWNER | E | Control |
| ZUNIC, JEFFREY, JOSEPH | I | PRESIDENT/OWNER | E | Control |
| ZUNIC, JEFFREY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZUNIC, JEFFREY, JOSEPH | I | PRESIDENT/OWNER | E | Control |
| ZUNIC, JEFFREY, JOSEPH | I | PRESIDENT/OWNER | E | Control |
| ZUNIC, JEFFREY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZUNIC, JEFFREY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 6, 2012 REGISTERED
Notice Filings (1)
PA
Address
3291 NORTH GEORGE STREETBOX 553
EMIGSVILLE, PA 17318-0553
United States
Phone: 717-764-8992