RIA Intelligence

ZURAW FINANCIAL ADVISORS, LLC

CRD #173129 SEC #801-80364 GREENSBORO, NC 336. 290 7062 EXT 101
SEC Registered
Total AUM
$444.1M
Discretionary
$444.1M
Employees
3
Clients
51
Accounts
730

AUM Over Time

DateOct 2025
Total AUM$444.1M
Discretionary$444.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$444.1M
Discretionary$444.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$444.1M
Discretionary$444.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$424.8M
Discretionary$424.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$424.8M
Discretionary$424.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$316M
Discretionary$316M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$264.4M
Discretionary$264.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$309.2M
Discretionary$309.2M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$238.3M
Discretionary$238.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$238.3M
Discretionary$238.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$238.3M
Discretionary$238.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$238.3M
Discretionary$238.3M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$190.2M
Discretionary$190.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$190.2M
Discretionary$190.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$190.2M
Discretionary$190.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$190.2M
Discretionary$190.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees2
Clients100
DateMar 2017
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees2
Clients100
DateJul 2016
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees2
Clients100
DateJul 2016
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees2
Clients100
DateMar 2016
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees2
Clients100
DateJul 2015
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients100
DateJun 2015
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients100
DateMay 2015
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients100
DateMay 2015
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients100
DateMar 2015
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients100
DateMar 2015
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients100
DateMar 2015
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients100
DateJan 2015
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients100
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0