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Amuni Financial, Inc.

● SEC registered since 2021CRD 8365SEC# 801-120481St Petersburg, FL
Export (members)
Reg. AUM
$159.7M
Employees
21
Accounts
274
Location
St Petersburg, FL

Amuni Financial, Inc. assets under management

Amuni Financial, Inc. is an investment advisory firm registered with the SEC based in St Petersburg, FL. The firm has been registered since 2021. It reports $159.7 million in regulatory assets under management and employs 21 people.
www.facebook.com/amunifinancialView on SEC.gov ↗

Amuni Financial, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Emily Ruth Knighton ControlChief Financial OfficerUnder 5%2016
Jared B Abelman ControlSr. Vice President10-25%2016
Mark Kevin Donohue ControlSr. Vice President5-10%1980
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Frequently asked questions

How much does Amuni Financial, Inc. manage?

Amuni Financial, Inc. reports $159.7 million in regulatory assets under management on its Form ADV.

How many employees does Amuni Financial, Inc. have?

Amuni Financial, Inc. reports 21 employees.

Where is Amuni Financial, Inc. located?

Amuni Financial, Inc. is based in St Petersburg, FL and has been SEC-registered since 2021.

Does Amuni Financial, Inc. disclose fund performance?

Amuni Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address720 Second Ave S, St Petersburg, FL 33701
Phone727-825-0522
Fax727-898-1320
Office hours8 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$20.2M
Non-discretionary$139.5M
Total (RAUM)$159.7M