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Zunic Advisory Services LLC (Emigsville)


Zunic Advisory Services LLC 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 2012.

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

Zunic Advisory Services: assets under management

The assets under management (AUM) of Zunic Advisory Services LLC is $34.44 million. 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 a single stream of revenue. Clients pay Zunic Advisory Services LLC for their services and products based on a percentage of assets under management. 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 Advisory Services LLC 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.


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