Aalok Shah is a CFP-designated registered investment advisor at Zuna, LLC, based in Edmonds, WA, with 9 years of industry experience. Aalok operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 58 clients with $410M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
152 3rd Ave S, Suite 103B, Edmonds, WA, 98020-8442
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Zuna, LLC
Harbour Investment Management L.L.C.
Previous Registrations
Northwest Capital Management INC.
Northwest Capital Management INC.
State Registrations3 states
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