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MUNIFI, LLC

dba MUNIFI, LLC · CRD 331613 · Registered Investment Adviser

MUNIFI, LLC is a Registered Investment Adviser headquartered in HERMOSA BEACH, CA. The firm reports $197,892 in regulatory assets under management across 7 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$10,972
Non-discretionary$186,920
Total RAUM$197,892
Accounts7

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 331613. adviserinfo.sec.gov/firm/summary/331613.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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