Zunic, Jeffrey Joseph (Emigsville)

Name: Zunic, Jeffrey Joseph
Address: 3291 North George Street, Emigsville, PA, 17318 0553
Telephone: 717-764-8992

Zunic, Jeffrey Joseph is an adviser based in Emigsville. It manages $34.44 million of regulatory assets for 271 client accounts. It has been registered with the SEC as an adviser since 2004.

Zunic, Jeffrey Joseph provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Zunic, Jeffrey Joseph: assets under management

The assets under management (AUM) of Zunic, Jeffrey Joseph is $34.44 million. The firm's AUM has grown by 1278% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.08 million in discretionary accounts and $3.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.36 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zunic, Jeffrey Joseph for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Emigsville

The principal office where Zunic, Jeffrey Joseph performs its advisory services is located at 3291 North George Street, Emigsville, PA 17318 0553, which is also the mailing address of the firm. An additional office of the firm is in York, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-764-8992 or by fax 717-764-1050. The normal business hours are 8-5pm on Monday - Friday. You can find more information about the New York firm at www.zunicadvisory.com.

Zunic, Jeffrey Joseph (Emigsville)

Zunic, Jeffrey Joseph: assets under management

Fees & Commissions

Based in Emigsville

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