Alan Marsh
Alan Marsh is a registered investment advisor at Amuni Financial, INC., based in St Petersburg, FL, with 13 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amuni Financial manages investments through various programs, each with its own fee structure. The fees are a percentage of the assets in your account. The exact fee you pay depends on the specific program you choose and may be negotiable. The combination of fees for Amuni and any third-party managers will not exceed 3%.
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 ActivitiesSells Insurance
Alan is a licensed insurance agent in Florida, selling non-securities insurance products since 2018. This activity requires minimal time, about 2-3 hours per month.
Employment History
Current Registrations
Amuni Financial, INC.
Amuni Financial, INC.Broker
State Registrations36 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.