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Home > Retirement Planners > florida > st petersburg > AMUNI FINANCIAL, INC.
AMUNI FINANCIAL, INC.
720 Second Ave S
St Petersburg, Florida 33701
Tel: 727-825-0522
About AMUNI FINANCIAL, INC.
AMUNI FINANCIAL, INC, formally registered with the SEC as AMUNI FINANCIAL, INC. The firm was established in 03/11/2021. They have over 2 offices throughout the country.
AMUNI FINANCIAL, INC. is a St Petersburg, Florida based Financial Planning firm with nearly $159,700,000 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 8365 |
| SEC# | 801-120481 |
| Assets Managed by Firm | $159,700,000 |
| No. of Clients | 274 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (FINANCIAL PLANNING SERVICES AVAILABLE THROUGH CLEARING AGENT AGREEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 274 | $159,700,000 |
| Individuals (other than high net worth individuals) | 143 | $42,000,000 |
| High net worth individuals | 108 | $117,100,000 |
| Corporations or other businesses | 1 | $600,000 |
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