Thomas Greider is a registered investment advisor at Zuna, LLC, based in Portland, OR, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 58 clients with $410M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3903 S Kelly Ave, Portland, OR, 97239
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Zuna, LLC
Previous Registrations
Roehl & Yi Investment Advisors, LLC
Kms Financial Services, INC
State Registrations1 state
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