Zunic Advisory Services

Zunic Advisory Services (CRD# 130846) is a financial advisory firm headquartered in Emigsville, PA. They manage $14,436,834 in 122 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Zunic Advisory Services
Showing 1 - 1 of 1 top financial advisors.
Jeffrey J. Zunic
CRD#: 4770611
3291 North George Street, Box 553, Emigsville, PA 17318

Jeffrey Zunic (CRD# 4770611) is an Investment Advisor Representative working at Zunic Advisory Services in Emigsville, PA and has over 13 years of experience in the finance industry.

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