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Bank / Wealth / TrustRIA · CRD 8365SEC-Registered

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Amuni Financial

Amuni Financial was established in 1980 in Saint Petersburg, Florida. It functions as a registered investment adviser focused on wealth management.

Overview

Amuni Financial was established in 1980 in Saint Petersburg, Florida. It functions as a registered investment adviser focused on wealth management. The firm provides portfolio management, investment seminars, and financial planning. These services target individuals and high-net-worth individuals. Geographic activity remains concentrated in the United States. No recent operational events from the last 24 months appear in available records. Team size and adjacent vehicles remain undisclosed. The firm maintains a conventional RIA structure without disclosed hybrid vehicles or external fund commitments.

General information

Firm type

Wealth Manager

Year founded

1980

Location

Region

North America

Country

United States

City

St Petersburg

Corporate office

Saint Petersburg, FL, United States

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at Amuni Financial?

No named principals or CIO appear in public records.

Does Amuni Financial participate in fund commitments or only direct deals?

Available information shows only advisory services to individuals, with no fund commitments disclosed.

What investment stages does Amuni Financial typically target?

The firm focuses on portfolio management for existing high-net-worth clients rather than stage-specific venture or private equity.

How is Amuni Financial related to any parent or spinout?

No parent entity or spinout relationship is recorded.

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