Overview
Assets Under Management: $160 million
Headquarters: ST PETERSBURG, FL
High-Net-Worth Clients: 108
Average Client Assets: $1 million
Frequently Asked Questions
AMUNI FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #8365), AMUNI FINANCIAL, INC. is subject to fiduciary duty under federal law.
AMUNI FINANCIAL, INC. is headquartered in ST PETERSBURG, FL.
AMUNI FINANCIAL, INC. serves 108 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, AMUNI FINANCIAL, INC. offers portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
AMUNI FINANCIAL, INC. manages $160 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, AMUNI FINANCIAL, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.32
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 274
Discretionary Accounts: 14
Non-Discretionary Accounts: 260
Regulatory Filings
CRD Number: 8365
Last Filing Date: 2025-02-24 00:00:00
Website: https://amuni.com