Munifi, LLC
Firm details
- Headquarters
- Hermosa Beach, California
- CRD number
- 331613
- Registered since
- June 13, 2024
- Website
- munifi.io
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.22%
- Individuals4.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Munifi, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm serves individual and family clients and offers portfolio management for individuals and small businesses on a percentage-of-AUM fee basis. Ownership is a mix of a domestic entity and an individual. Munifi does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds76%
- Cash & Cash Equivalents24%
Owners & executives
1 of 1
Jeremy Murphy
CEOCRD 4824161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hermosa Beach, CA
Los Angeles
Location
Hermosa Beach, CA
Headquartered in Hermosa Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 555 Pier Ave
- Time zone
- PT (UTC-8)
- Office locations
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