ZURAW FINANCIAL

Overview

Zuraw Financial operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and it also serves institutional clients. Its billing model mixes asset-based fees with hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and one-off planning work. Investment activity is centered on liquid public markets, with equity exchange-traded instruments forming the largest single sleeve of client portfolios. The firm reports involvement with pooled investment vehicles in roles such as accountant, sponsor, general partner and managing member, which indicates hands-on participation in private pooled structures in addition to advisory duties. Zuraw Financial does not position itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices