Amuni Financial, Inc
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Overview
Amuni Financial, Inc is an advisory firm located in Saint Petersburg, Florida. It oversees $114.2 million in assets under management across 226 client accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). It has a small group, including 10 financial advisors. Amuni Financial, Inc does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments like bonds, options and stocks.
Amuni Financial, Inc manages zero of its client assets on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without requiring client authorization. Amuni Financial, Inc also manages 226 non-discretionary accounts with a total of $114.2 million in assets. The firm's average account size is $505,088. The average financial advisor at Amuni Financial, Inc manages around 23 client accounts, placing it among the more individualized firms in the country.
The firm's main office is located at 720 Second Ave S, Saint Petersburg, Florida 33701. Amuni Financial, Inc is allowed to provide services to customers throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Amuni Financial, Inc by the Numbers
$114.2 million
19
226
$505.1 thousand
Products and Services
Amuni Financial, Inc provides a number of services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Notably, the company did not provide financial planning services to any of its customers in the previous fiscal year. The firm is not engaged in selling products or offering services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely depend on the type of services provided. Fees charged by the firm typically consist of the following fee structure: asset-based. The company does participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors, high net worth investors and corporations. Out of its 226 clients, Amuni Financial, Inc's largest client is retail investors, but it also caters to 110 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 47.21%
- Other Individuals - 52.36%
- Corporations - 0.43%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Amuni Financial, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Amuni Financial, Inc
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Little Rock, AR
Little Rock, AR
Little Rock, AR
Saint Petersburg, FL
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