M
$197.9K Total AUM
$11.0K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
2 yrs Firm Age
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- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2024
- Office Locations
- 1
Office Locations
555 Pier Avenue Suite C Hermosa Beach CA
About Munifi, LLC
Munifi is an AI-powered municipal bond investment platform and SEC-registered RIA serving banks, RIAs, and individual investors. It scans 100,000+ daily bids/offers to surface yield opportunities, monitors credits in real time, and automates examiner-ready investment memos and portfolio updates. For RIAs, it supports tax-optimized muni SMA portfolios with zero minimums and automated rebalancing; for banks, it adds CRA-focused analytics.
Team overview
-- AVG AGE
$197.9K AVG AUM / ADVISOR
$28.3K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEREMY MURPHY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4824161
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,972 | $10,972 |
| Non-Discretionary | $186,920 | $31,153 |
| Total | $197,892 | $28,270 |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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