Amuni Financial, Inc., a local investment advisory firm based out of St. Petersburg, FL, boasts a team of 19 skilled professionals, 10 of whom specialize in providing top-notch investment advisory services. With an average of $83,290,000 in assets under management per investment advisor, Amuni Financial performs on par with the industry standard. The firm offers a diverse compensation structure, incorporating various methods such as a percentage of assets under management, fixed fees, hourly charges, commissions, and performance-based fees.
Catering to a wide client base, Amuni Financial serves over 120 individual clients, effectively managing more than $114,150,000 in assets. The company primarily focuses on high-net-worth individuals, with a substantial portion of their managed assets allocated to this demographic. While 401(k) and individual accounts make up less than 30% of their assets under management, Amuni Financial possesses the capacity to effectively oversee employer funds.
In addition to their investment advisory services, Amuni Financial, Inc. also serves as an insurance broker or agent, providing comprehensive coverage options to their clients. The company operates from two offices, and its team includes industry veterans Mark Donohue, Robert House, and Jay Lake, who boast some of the longest tenures at the firm. With a dedication to delivering personalized financial solutions and a strong presence in St. Petersburg, Amuni Financial, Inc. continues to build a reputation for excellence in the financial industry.