Amuni Financial

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

720 2nd Ave S, Saint Petersburg, Florida...

Phone Number

(727) 825-0522

Revenue

$9.6 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
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About Amuni Financial

Amuni Financial is a wealth management firm that specializes in legacy planning, retirement accounts, insurance services, and brokerage advisory. Established in 1980, the company is dedicated to managing clients' wealth through thoughtful investment advice and a commitment to integrity, respect, and reliability. They offer a range of services including fixed income and public finance, aiming to maximize client returns while minimizing risks. Serving individuals and families, Amuni Financial's goal is to help clients build and preserve their financial legacies.Explore more
Amuni Financial's Social MediaPopular SearchesAMUNI FINANCIAL Incamerican municipal securities IncAmerican Municipal SecuritiesAmuni FinancialMunicipal Securities IncSIC Code 62,628NAICS Code 52,523Show more

Amuni Financial Org Chart

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EK
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Chief Financial Officer

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Maxime Krief, Chief Revenue Officer at Amuni Financial
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Chief Revenue Officer

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JB
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Financial Advisor & Vice President, Special P...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Amuni Financial

$9.6M
11-50
Private
<$5M
1980
EK
Emily KnightonChief Financial Officer
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
1989
RL
Richard LundyFinancial Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Amuni Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Amuni Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Amuni Financial.

Amuni Financial financials insights

Gather financial insights about Amuni Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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Amuni Financial Tech Stack

Amuni Financial News & Media

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Frequently Asked Questions Regarding Amuni Financial

What is Amuni Financial's official website?
Amuni Financial's official website is www.amuni.com
What is Amuni Financial's Revenue?
Amuni Financial's revenue is $9.6 Million
What is Amuni Financial's SIC code?
Amuni Financial's SIC: 62,628
What is Amuni Financial's NAICS code?
Amuni Financial's NAICS: 52,523
How many employees does Amuni Financial have?
Amuni Financial has 11-50 employees
What industry does Amuni Financial belong to?
Amuni Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Amuni Financial competition?
Amuni Financial top competitors include: Westex Investment Services, Lundy Financial Services, Lindblad Financial Group, Murphy Wealth Management
What technology does Amuni Financial use?
Some of the popular technologies that Amuni Financial uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
Who is the CFO of Amuni Financial?
Amuni Financial's CFO is Emily Knighton
How do I contact Amuni Financial?
Amuni Financial contact info: Phone number: (727) 825-0522 Website: www.amuni.com
What does Amuni Financial do?

Amuni Financial is a wealth management firm that specializes in legacy planning, retirement accounts, insurance services, and brokerage advisory. Established in 1980, the company is dedicated to managing clients' wealth through thoughtful investment advice and a commitment to integrity, respect, and reliability. They offer a range of services inclu... ding fixed income and public finance, aiming to maximize client returns while minimizing risks. Serving individuals and families, Amuni Financial's goal is to help clients build and preserve their financial legacies.Read More

What are Amuni Financial social media links?
Amuni Financial Linkedin page Amuni Financial Twitter page Amuni Financial Facebook page
Is Amuni Financial a public company?
Amuni Financial is private company therefore does not currently have an official ticker symbol
See more information about Amuni Financial

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