Munifi, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$197,892
Clients
7
71% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$28,270
About
Munifi, LLC provides automated, algorithm-driven (robo-advisory) portfolio management through an online interface to individuals, high-net-worth individuals, charitable organizations, and business entities. The firm’s investment recommendations are generally limited to mutual funds, ETFs, and fixed‑income securities, with a stated emphasis on municipal bonds.
The firm’s process uses algorithmic models and methods such as modern portfolio theory, quantitative and technical analysis, and may employ long‑term trading, laddered investing, and cash management; Munifi’s personnel oversee the algorithm but do not purport to monitor every account, so clients are asked to keep their profile information current. A substantial portion of reported assets are managed on a non‑discretionary basis, meaning clients retain final approval for trades while automated rebalancing and allocations are driven by the suitability questionnaire and model rules.
Munifi’s operating model is notable among independents for being primarily internet‑based and for directing clients to a specific custodian (Apex Clearing Corporation) rather than offering custodian choice. The firm also highlights municipal bond portfolio customization aligned with social‑purpose objectives, is relatively new and modest in scale (roughly $198k in AUM and a small client base), and is owned by a technology holding company, reflecting a technology-centric ownership structure.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $49,999: 0.40% $50,000 - $99,999: 0.30% $100,000 - $249,999: 0.25% $250,000 - $499,999: 0.20% $500,000+: 0.15%
Main office location
Munifi, LLC
555 Pier Avenue, Suite C
Hermosa Beach CA 90254, United States
Number of offices
1
Most active in
Munifi, LLC has reported serving >5 clients in these states in the last 12 months.
California · Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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