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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2018
- Office Locations
- 3
Office Locations
About Amfg Wealth Management LLC
AMFG Wealth Management LLC is an RIA serving retail and institutional clients, including a niche focus on athletes. The firm provides financial and investment planning alongside insurance and annuity solutions, and builds portfolios primarily with public funds and ETFs, with smaller allocations to investment-grade bonds and cash. Custody is through Charles Schwab, with Broadridge/MCO in the tech stack.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALFRED JAMES FERONTI
Chief Compliance Officer, Managing Member
- CRD
- #1013847
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WILLIAM JOSEPH DEMARCO
Investment Advisor Representative
- CRD
- #6232527
James Edward Eastwood
--
- CRD
- #1612436
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,667,430 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,667,430 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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