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Zuna, LLC

EST. AUM
$411,282,994

CONTACTS
0

CLIENT ACCOUNTS
60

Firm Details

Metro area Portland, OR
CRD Number 306113
Website teamzuna.com
Client types

Overview

Zuna is a registered investment advisory firm headquartered in Portland, Oregon. The firm provides retirement plan consulting, wealth management, and employee engagement services with a particular focus on 401(k) plan design, compliance, and investment oversight.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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