|
⚲
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| Amuni Financial Inc
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| |
|---|---|
| CRD # | 8365 |
| SEC # | 801-120481 |
| CIK # | |
| AUM | $130.9 MM (2024-08-29) |
| Employees | 21 (52% Investors, 100% Brokers) |
| Phone | 727-825-0522 |
| Address | 720 Second Ave S St Petersburg, FL 33701 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 40.8 |
| (b) Individuals (high net worth individuals) | 108 | 89.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 368 | 130.9 |
| By Discretionary | ||
| Discretionary | 9 | 9.2 |
| Non-Discretionary | 359 | 121.7 |
| Total | 368 | 130.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.9 | |
| Total | 368 | 130.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sentara Capital LLC
✚
|
GA | 0.1 |
|
Willamette Financial Advisors LLC
✚
|
OR | 0.1 |
|
Pinnacle Wealth Management Partners Inc
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|
MI | 0.1 |
|
TT Capital Management LLC
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|
CA | 0.1 |
|
The Stanich Group LLC
✚
|
NY | 0.1 |
|
Reflection Asset Management LLC
✚
|
SC | 0.1 |
|
Five Pine Wealth Management Inc
✚
|
ID | 0.1 |
|
Ategenos Capital LLC
✚
|
PA | 0.1 |
|
DBD Retirement and Financial Services LLC
✚
|
VA | 0.1 |
|
Woloshin Investment Management LLC
✚
|
NJ | 0.1 |