Zuna, LLC - Investment Advisers

About Zuna, LLC

Zuna, LLC is an investment adviser headquartered in Portland, Oregon, and is a registered investment adviser. The firm reports $411.28 million in regulatory assets under management and six employees. It focuses on 401(k) and employee benefit plans, with consulting that covers plan design, administration, recordkeeping, investment options, employee engagement, and regulatory compliance. The firm's work includes comparing a plan's governing document with how the plan is actually operated, benchmarking service agreements and pricing against industry averages, and scoring each plan investment. Its leadership includes Greg Koleno, chief executive, Carrie Hepburn, director of retirement plan operations, and Aalok Shah, chief financial officer and director of research. Several team members have worked on the provider and administration side of retirement plans, and one previously owned a third party administration firm in Eugene, Oregon, which was sold in 2021. Zuna is included in the directory of US investment advisers, and its Oregon location places it among investment advisers in Oregon. --- Note: only two link slots were provided, so both are used. The brief requested 3 to 5 links, but no other URLs were available to use.

Key Facts

Assets Under Management

$411.28M

Employees

6

SEC File Number

801-117623