Zuna, LLC

Zuna, LLC (CRD# 306113) is a financial advisory firm headquartered in Portland, OR. They manage $289,769,582 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

3903 S Kelly Ave, Portland, OR 97239

https://www.linkedin.com/company/teamzuna/

By the Numbers

Total Assets Under Management

290

MILLION
Total Number of Accounts

56

ACCOUNTS
Average Account Value

$5,174,457

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Zuna, LLC

Showing 1 - 2 of 2 top financial advisors.

Katrina A. Bell

CRD#: 2338923

3903 S Kelly Ave, Portland, OR 97239

Katrina Bell (CRD# 2338923) is an Investment Advisor Representative working at Zuna, LLC in Portland, OR and has over 30 years of experience in the finance industry.

Christine L. McKennie

CRD#: 2083510

3903 S Kelly Ave, Portland, OR 97239

Christine McKennie (CRD# 2083510) is an Investment Advisor Representative working at Zuna, LLC in Portland, OR and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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