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ZUNA, LLC

CRD 306113 · SEC 801-117623

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3903 S KELLY AVE, PORTLAND, OR, 97239, United States

Phone

971-339-5701

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$411.3M

Discretionary AUM

$397.4M

Team

6 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Pension/profit sharing plans57$392.9M
Charitable organizations1$14.8M

States served

OR

All web addresses on file

Official SEC filing: View on IAPD