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American Family Legacy Group

American Family Legacy Group. CRD 154050

American Family Legacy Group logo

CRD: 154050

American Family Legacy Group

Tampa, FL, 33607
4052458340
americanflg.com
$44.7M Total AUM
$44.7M Disc. AUM
-- 3Y CAGR
3 Employees
112 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail
Platforms
Beacon matrix
Established Date
09-10-2010
Office Locations
1

Office Locations

3030 N Rocky Point DR W Suite 150 Tampa FL

About American Family Legacy Group

American Family Legacy Group is an independent wealth management firm providing holistic financial planning and discretionary portfolio management for high-net-worth families. The team builds flexible, goals-based strategies grounded in risk tolerance and time horizon, using asset allocation across public markets with ETFs and mutual funds. Custody includes Charles Schwab and Interactive Brokers.

Team overview

62 AVG AGE
$14.9M AVG AUM / ADVISOR
$399.1K AVG AUM / CLIENT
11 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age

Insights

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Accredited Investors

Pioneer optima

Asset Classes

Vital Pathway element Summit Peak focus Capital optima Beacon optima Insight Fusion

Client Personas

Fusion insight

Custodian

Fusion Atlas Fusion value Insight Vital north

Investment Themes

Timber Delta north

Investment Vehicles

Zenith momentum Focus crest

Platform

Fusion

Services

Pioneer eagle Ember Vital Alpha Insight ridge Zenith beacon Momentum Frontier Summit pathway

Technology

Radial

Owner & Executives

W

WAYNE E FERNOW

Chief Compliance Officer, Chief Investment Officer, Managing Member, President, Vice President

CRD
#2159029
Ownership
75% or more
(223) 496-5321
summit.quantum@glaciercapital.com
in linkedin.com/in/insight-timber

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Contacts

T

THOMAS RUSSELL KNIGHTLY

Vice President

CRD
#1293040
(845) 955-3734
eagle.summit@primecapital.com
in linkedin.com/in/pioneer-north
N

Neil Scott

Portfolio consultant, Registered Investment Advisor

CRD
#7271559
(632) 406-1300
pioneer.fusion@peakcapital.com
in linkedin.com/in/focus-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $44,704,712 --
Non-Discretionary $0 --
Total $44,704,712 --

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Separately Managed Accounts

Total SMA Asset: $44,704,712

$44.7M Total SMA
Public Funds:
18.8%
Equity - Exchange:
18.1%
Cash:
8.7%
Corporate - Investment Grade:
19.9%
U.S. Government/Agency:
8.3%
Corporate - Non-Investment Grade:
7.8%
Municipal Bonds:
18.4%
Asset class Assets Assets %
Public Funds $1,662,919,327 18.8%
Equity - Exchange $1,601,002,118 18.1%
Cash $769,542,455 8.7%
Corporate - Investment Grade $1,760,217,798 19.9%
U.S. Government/Agency $734,161,192 8.3%
Corporate - Non-Investment Grade $689,934,614 7.8%
Municipal Bonds $1,627,538,065 18.4%
Total $8,845,315,569 100.0%

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