Assets Under Management
$389.6M
Number of Clients
58
Number of Advisors
5
Average Client AUM
$6.7M
AUM per Advisor
$77.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
ZUNA, LLC provides advisory services to corporations and non-profits, focusing on defined contribution and defined benefit plans. Services include fiduciary governance support, education, fee benchmarking, and participant-level advice. They offer both discretionary and non-discretionary investment advice.
3903 S Kelly Ave, Portland, OR, 97239