AMUNI FINANCIAL, INC.

Overview

Amuni Financial, Inc. is a corporation that operates as a broker-dealer and insurance broker while offering advisory services to individuals, families and small businesses. The firm charges fees on a percentage-of-AUM basis and functions as a capital allocator to third-party managers. Its advisory menu includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and delivery of educational seminars and workshops. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser despite maintaining multiple office locations. Investment activity shows a clear tilt toward managed, pooled vehicles—public mutual funds are the dominant holding by dollar value—while the firm also places client capital with external managers in alternative strategies. Amuni Financial runs a mix of discretionary mandates and non-discretionary relationships, with the bulk of assets reported in non-discretionary arrangements, which suggests a model that emphasizes client-authorized, adviser-recommended solutions over broad discretionary sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices