ZUNA, LLC

3903 S Kelly Ave
Portland, Oregon 97239
Tel: 971-339-5701

About ZUNA, LLC

ZUNA, LLC, formally registered with the SEC as ZUNA, LLC. The firm was established in 11/14/2019. They have over 1 offices throughout the country.

ZUNA, LLC is a Portland, Oregon based Financial Planning firm with nearly $389,551,160 assets under management, offering retirement planning & investment advisory services to 58 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306113
SEC#	801-117623
Assets Managed by Firm	$389,551,160
No. of Clients	58
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	58	$389,551,160
Pension and profit sharing plans	57	$375,478,294
Charitable organizations	1	$14,072,866

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