Aalok Kirit Shah
Investment adviser representative at Zuna, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$411.3MFirm assets
Are you Aalok Kirit Shah? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Lair Hill Partners IncNov 2019 to now
- Zuna, LLCNov 2019 to now
- Harbour Investment ManagementJul 2017 to now
- Northwest Capital ManagementAug 2016 to Dec 2018
- Heintzberger PayneJul 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (OR).
Zuna, LLC
$411.3MAssets managed
58Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3244464
- Firm CRD
- 306113