ZUNA, LLC
CRD #306113 SEC #801-117623 PORTLAND, OR 971-339-5701
SEC Registered
Total AUM
$389.6M
Discretionary
$376.8M
Employees
6
Clients
0
Accounts
58
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $389.6M | $376.8M | $12.8M | 6 | 0 |
| Feb 2024 | $289.8M | $279.3M | $10.5M | 6 | 0 |
| Nov 2023 | $206.7M | $196.5M | $10.2M | 6 | 0 |
| Mar 2023 | $206.7M | $196.5M | $10.2M | 6 | 0 |
| Jul 2022 | $2.6M | $2.6M | $0 | 4 | 0 |
| Mar 2022 | $115.6M | $115.6M | $0 | 4 | 0 |
| Mar 2022 | $115.6M | $115.6M | $0 | 4 | 0 |
| Feb 2021 | $219.7M | $52.6M | $167.1M | 4 | 0 |
| Sep 2020 | $142.3M | $1.9M | $140.4M | 5 | 0 |
| Mar 2020 | $142.3M | $1.9M | $140.4M | 5 | 0 |
| Feb 2020 | $0 | $0 | $0 | 5 | 0 |
| Dec 2019 | $0 | $0 | $0 | 5 | 0 |
| Oct 2019 | $0 | $0 | $0 | 5 | 0 |
DateFeb 2025
Total AUM$389.6M
Discretionary$376.8M
Non-Disc.$12.8M
Employees6
Clients0
DateFeb 2024
Total AUM$289.8M
Discretionary$279.3M
Non-Disc.$10.5M
Employees6
Clients0
DateNov 2023
Total AUM$206.7M
Discretionary$196.5M
Non-Disc.$10.2M
Employees6
Clients0
DateMar 2023
Total AUM$206.7M
Discretionary$196.5M
Non-Disc.$10.2M
Employees6
Clients0
DateJul 2022
Total AUM$2.6M
Discretionary$2.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$219.7M
Discretionary$52.6M
Non-Disc.$167.1M
Employees4
Clients0
DateSep 2020
Total AUM$142.3M
Discretionary$1.9M
Non-Disc.$140.4M
Employees5
Clients0
DateMar 2020
Total AUM$142.3M
Discretionary$1.9M
Non-Disc.$140.4M
Employees5
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0