Katrina Ann Bell

Zuna, LLC

7 Years of Experience

1 Disclosure

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

3903 S Kelly Ave, Portland, OR, 97239

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History

Regulatory History (1)

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Customer Dispute

February 2018

Pending

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Employment History

Current Registrations

Zuna, LLC

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

Deschutes Investment Consulting, LLC

June 2019 - September 2019 · 3 mos

Deschutes Investment Advisors, INC.

April 2003 - December 2004 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.