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| Happy Holidays!! thanks for using AUM13F!! |
| Amuni Financial Inc
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|---|---|
| CRD # | 8365 |
| SEC # | 801-120481 |
| CIK # | |
| AUM | $159.7 M (2025-07-07) |
| Employees | 21 (52% Investors, 100% Brokers) |
| Phone | 727-825-0522 |
| Address | 720 Second Ave S St Petersburg, FL 33701 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 42.0 |
| (b) Individuals (high net worth individuals) | 108 | 117.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 159.7 |
| By Discretionary | ||
| Discretionary | 14 | 20.2 |
| Non-Discretionary | 260 | 139.5 |
| Total | 274 | 159.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.7 | |
| Total | 274 | 159.7 |
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|---|---|---|
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PA | 0.2 |
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High Plains Investment Advisors Inc
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TX | 0.2 |
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360 Financial Partners LLC
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SC | 0.2 |
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Elysium Wealth Management LLC
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UT | 0.2 |
|
Davis Wealth Advisors LLC
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NH | 0.2 |
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APS Management Group Inc
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|
CA | 0.2 |