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Building 2MUNIFI, LLC

Map pinHERMOSA BEACH, CA
Phone310-729-3421
NotebookSEC #801-130488
Total AUM
$197.9K
Employees
1
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 PIER AVENUE
SUITE C
HERMOSA BEACH
CA 90254
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
310-729-3421

ReceiptFinancials

Total AUM
$197.9K
Accounts
7
Discretionary
$11K
Accounts
1
Non-Discretionary
$186.9K
Accounts
6

ContactClients

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Individual Clients
2
AUM
$9.5K
HNW Individual Clients
5
AUM
$188.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANE

HandshakeAffiliates

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

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