Amuni Financial, Inc.

Amuni Financial, Inc. (CRD# 8365) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $130,911,000 in 368 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $355,736
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, FL, GA, LA, MD, MI, OH, PA, TX, VA, WA

Financial Advisors at Amuni Financial, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Jared B. Abelman
CRD#: 5161601
720 Second Ave S., Saint Petersburg, FL 33701

Jared Abelman (CRD# 5161601) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has over 16 years of experience in the finance industry.

2
Mark K. Donohue
CRD#: 856777
720 Second Avenue South, Saint Petersburg, FL 33701

Mark Donohue (CRD# 856777) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has over 40 years of experience in the finance industry.

3
Robert E. House
CRD#: 1529637
1501 N University Ave, Suite 330, Little Rock, AR 72207

Robert House (CRD# 1529637) is an Investment Advisor Representative working at Amuni Financial, Inc. in Little Rock, AR and has over 37 years of experience in the finance industry.

4
Jay W. Lake
CRD#: 1602112
720 Second Avenue South, Saint Petersburg, FL 33701

Jay Lake (CRD# 1602112) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has over 36 years of experience in the finance industry.

5
Alan E. Marsh
CRD#: 6051849
720 Second Ave S, Saint Petersburg, FL 33701

Alan Marsh (CRD# 6051849) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has over 11 years of experience in the finance industry.

6
Michael C. Petagna
CRD#: 5756933
720 Second Ave S., Saint Petersburg, FL 33701

Michael Petagna (CRD# 5756933) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has over 14 years of experience in the finance industry.

7
David M. Polkinghorn
CRD#: 6030738
720 Second Ave S., Saint Petersburg, FL 33701

David Polkinghorn (CRD# 6030738) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has over 11 years of experience in the finance industry.

8
John V. Satterfield
CRD#: 1406683
1501 N University Ave, Suite 330, Little Rock, AR 72207

John Satterfield (CRD# 1406683) is an Investment Advisor Representative working at Amuni Financial, Inc. in Little Rock, AR and has over 38 years of experience in the finance industry.

9
Jonathan K. Bailey
CRD#: 6294992
720 Second Ave S., Saint Petersburg, FL 33701

Jonathan Bailey (CRD# 6294992) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has over 10 years of experience in the finance industry.

10
Jack C. Crawford
CRD#: 7385438
720 Second Ave S, Saint Petersburg, FL 33701

Jack Crawford (CRD# 7385438) is an Investment Advisor Representative working at Amuni Financial, Inc. in Saint Petersburg, FL and has 1 year of experience in the finance industry.

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