MUNIFI, LLC
Total AUM
$197.9K
Employees
1Clients
7Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
555 PIER AVENUE
SUITE C
HERMOSA BEACH
CA 90254
United States
SUITE C
HERMOSA BEACH
CA 90254
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
310-729-3421
Financials
Total AUM
$197.9K
Accounts
7Discretionary
$11K
Accounts
1Non-Discretionary
$186.9K
Accounts
6
Clients
Individual Clients
2AUM
$9.5K
HNW Individual Clients
5AUM
$188.4K
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANE
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.