Carrie Anne Hepburn

Zuna, LLC

8 Years of Experience

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.

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.

April 2017 - September 2019 · 2 yrs 5 mos

Northwest Capital Management INC.

April 2017 - December 2017 · 8 mos

State Registrations2 states

ORWA

Advisor

Exams

No exam information available for this advisor.