Michael Petagna is a registered investment advisor at Amuni Financial, INC., based in St. Petersburg, FL, with 16 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 283 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee is generally up to 3.00% depending on the selected program. Fees are negotiable based on account size and services provided.
Fee Estimator
Location
720 Second Ave S., St. Petersburg, FL, 33701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is an authorized representative for 8365 Transport LLC, an aviation transportation company, dedicating a few hours per week. He is also a managing member of Skywater RE Management, LLC, spending minimal time on managing his second home.
Employment History
Current Registrations
Amuni Financial, INC.
Amuni Financial, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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