Mark Donohue
Mark Donohue is a registered investment advisor at Amuni Financial, INC., based in St. Petersburg, FL, with 47 years of industry experience. Mark 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 Avenue South, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1993Other Business ActivitiesSells Insurance
Mark is a licensed insurance agent in Florida and can sell non-securities insurance products. This activity started in 2018 and requires minimal time each month.
Employment History
Current Registrations
Amuni Financial, INC.
Amuni Financial, INC.Broker
Previous Registrations
Buchanan & CO., INC.Broker
Crosby & Elkin, INC.Broker
State Registrations44 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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