Amuni Financial, Inc.

Overview

Amuni Financial, Inc. is a Broker Dealer and registered investment adviser based in St Petersburg, FL, registered since 1980. It reports $195M in assets under management across 454 accounts, with 21 employees. Its 20 registered representatives work across 2 branch offices in 2 states.

Reported AUM

$195M

Discretionary

18%

Accounts

454

Average account

$429K

Employees

21

Registered reps

20

Branch offices

2

Registered since

1980

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Investment Advisory Services
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Options
• Retirement/Pension Products
• 6 more

Executive officers 3 of 5

• Michael Cooper Petagna President, Chief Compliance Officer CRD 5756933
• Emily Ruth Knighton Chief Financial Officer CRD 6265657
• Jared B Abelman Senior Vice President CRD 5161601

2 more executive officers, with direct contact details

Registered reps 3 of 20

• Jared B Abelman Registered Rep · Investment Adviser Rep CRD 5161601
• Jonathan Kent Bailey Registered Rep · Investment Adviser Rep CRD 6294992
• Ryan Dean Cox Registered Rep CRD 5935330

17 more registered reps, with emails, phones and branch locations

Location

Headquarters

720 2nd Ave S
St Petersburg, FL 33701

County

Pinellas

Metro area

Tampa-St. Petersburg-Clearwater, FL

Region

South

Branch offices

2 in 2 states, including Little Rock, AR

Registrations

• SEC registered, corporation formed in Florida
• Registered in 49 jurisdictions
• Website: amuni.com

Every state, with registration dates

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