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AMUNI FINANCIAL, INC.

CRD 8365 · SEC 801-120481

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720 SECOND AVE S, ST PETERSBURG, FL, 33701, United States

Phone

727-825-0522

Fax

727-898-1320

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$194.6M

Discretionary AUM

$35.8M

Team

21 total employees; 12 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-12

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsFINANCIAL PLANNING SERVICES AVAILABLE THROUGH CLEARING AGENT AGREEMENT

Client types

TypeClientsAUM
Individuals223$89.8M
High net worth individuals60$104.0M

States served

AZ, AR, GA, LA, MD, MI, NY, OH, PA, VA, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD