MUNIFI, LLC

Overview

Munifi, LLC is a small SEC-registered limited liability company that provides portfolio management primarily for individuals and small businesses. The firm registered with the SEC in 2024 and charges clients on a percentage-of-assets-under-management basis. Its stated client base is individual and family investors; the adviser is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Operationally the adviser is set up as a domestic entity with individual ownership and reports advisory activity focused on discretionary and non‑discretionary portfolio management. The firm is not designated as a multi-state adviser and indicates no related-adviser structure.

Assets & Accounts

Investments & Alternatives