AMUNI FINANCIAL, INC.
St Petersburg, Florida
5.0
7 Reviews
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, effect...
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Assets Under Mgmt

$114.15M

Investment Professionals

10

Locations

1

% 401K & Individual

30%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Other: FINANCIAL PLANNING SERVICES AVAILABLE THROUGH CLEARING AGENT AGREEMENT
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
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