ZUNA, LLC

PORTLAND, Oregon·5 registered advisors·CRD# 306113
SEC# 801-1176230971-339-5701
01

Firm Overview

AUM
$290M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Wealth Management
04

Advisors at ZUNA, LLC

5 registered advisors
Bonnie M Treichel
PORTLAND, Oregon
Brian Gregory Miller
PORTLAND, Oregon
Carrie Anne Hepburn
PORTLAND, Oregon
Greg Lee Koleno
PORTLAND, Oregon
Katrina Ann Bell
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
5 advisors

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Data sourced from SEC Form ADV filings. ZUNA, LLC (CRD# 306113) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.