Overview
Assets Under Management: $160 million
Headquarters: ST PETERSBURG, FL
High-Net-Worth Clients: 108
Average Client Assets: $1 million
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