TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Aalok Kirit Shah

Zuna, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Zuna, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
58 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$389.6M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$10,000

Location

152 3rd Ave S, Suite 103B, Edmonds, WA, 98020-8442

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Zuna, LLC
February 2020 - Present · 6 yrs
Harbour Investment Management L.L.C.
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Northwest Capital Management INC.
August 2016 - December 2018 · 2 yrs 4 mos
Northwest Capital Management INC.
August 2016 - December 2017 · 1 yr 4 mos
State Registrations3 states
ORTXWA
Advisor
Exams
No exam information available for this advisor.