LP Profile

Amuni Financial

Also known as amuni financial

Wealth ManagerSt. Petersburg, United StatesFounded 1980
$114M
Assets Under Management
St. Petersburg
Headquarters
Investment Focus

About Amuni Financial

Plan Ahead, Stay Ahead Amuni Financial Managing your family's wealth means more to us than simply allocating your assets. Legacy Planning Brokerage & Advisory Services Retirement Accounts College Savings Accounts Insurance Services Account Protection Customer Relationship Summary Fixed Income Current Offerings In this section, you can find our current Corporate and Municipal Bond offerings.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Amuni Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$194.6M
Total Clients
454
Filing Date
March 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Amuni Financial?

Amuni Financial is a wealth manager based in St. Petersburg, United States, managing approximately $114M in assets.

Where is Amuni Financial headquartered?

Amuni Financial is headquartered in St. Petersburg, United States.

How much does Amuni Financial manage?

Amuni Financial manages approximately $114M in assets under management.

When was Amuni Financial founded?

Amuni Financial was founded in 1980.

How can I contact Amuni Financial?

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