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AMUNDI US

BOSTON, MA · CRD 334151 · IAPD ↗ · (617)-885-0250

$1.13BRegulatory AUM
17Advisory reps
32Employees
1Clients
n/aPlanning clients
0Private funds
0States
11Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2026 — AMUNDI US reported RAUM down 70% ($3.79B -> $1.13B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2026 — AMUNDI US's Item 11 disclosure-reporting entries rose by 3 (8 -> 11).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2026 — AMUNDI is now doing business as AMUNDI US.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
February 2025 — AMUNDI (BOSTON, MA) is newly SEC-registered with $0 RAUM and 17 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.