Amuni Financial, Inc.
● SEC registered since 2021CRD 8365SEC# 801-120481St Petersburg, FL
Reg. AUM
$194.6M
Employees
21
Accounts
454
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 $194.6 million in regulatory assets under management and employs 21 people.
Amuni Financial, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Ruth Knighton Control | Chief Financial Officer | Under 5% | 2016 |
| Jared B Abelman Control | Sr. Vice President | 10-25% | 2016 |
| Mark Kevin Donohue Control | Sr. Vice President | 5-10% | 1980 |
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Join to unlock · $37/moFrequently asked questions
How much does Amuni Financial, Inc. manage?
Amuni Financial, Inc. reports $194.6 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
| Address | 720 Second Ave S, St Petersburg, FL 33701 |
| Phone | 727-825-0522 |
| Fax | 727-898-1320 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$194.6M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$194.6Mregulatory AUM
Discretionary $35.8MNon-discretionary $158.8M