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Building 2AMUNI FINANCIAL, INC.

Map pinST PETERSBURG, FL
Phone727-825-0522
NotebookSEC #801-120481
Total AUM
$194.6M
Employees
21
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
720 SECOND AVE S
ST PETERSBURG
FL 33701
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
727-825-0522
Other Offices
1

ReceiptFinancials

Total AUM
$194.6M
Accounts
454
Discretionary
$35.8M
Accounts
49
Non-Discretionary
$158.8M
Accounts
405

ContactClients

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Individual Clients
223
AUM
$89.8M
HNW Individual Clients
60
AUM
$104M
Corporation or Business Clients
1
AUM
$839K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL PLANNING SERVICES AVAILABLE THROUGH CLEARING AGENT AGREEMENT
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZFLGALAMDMINHNYOHPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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