Amuni Financial, INC.

Amuni Financial offers personalized investment management and financial supervision tailored to individual client goals, risk tolerances, and investment objectives. Amuni Financial structures its services across various proprietary and partner wrap fee programs, allowing clients to work with outside money managers or choose specific portfolio strategies. The firm's investment approach relies heavily on fundamental analysis of securities, including mutual funds, exchange-traded funds, stocks, bonds, and cash alternatives. Amuni Financial serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, utilizing clearing and custodial services provided primarily through Wells Fargo Clearing Services and First Clearing. In addition to investment advisory services, Amuni Financial operates as a registered broker-dealer and licensed insurance agency, offering brokerage services and insurance products where appropriate.