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Building 2ZUNA, LLC

Map pinPORTLAND, OR
Phone971-339-5701
NotebookSEC #801-117623
Total AUM
$411.3M
Employees
6
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3903 S KELLY AVE
PORTLAND
OR 97239
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
971-339-5701

ReceiptFinancials

Total AUM
$411.3M
Accounts
60
Discretionary
$397.4M
Accounts
56
Non-Discretionary
$13.9M
Accounts
4

ContactClients

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Pension/Profit Sharing Plan Clients
57
AUM
$392.9M
Charitable Organization Clients
1
AUM
$14.8M
Corporation or Business Clients
1
AUM
$3.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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