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AMERICAN FAMILY LEGACY GROUP
CRD 154050
3030 N ROCKY POINT DR W, SUITE 150, TAMPA, FL, 33607, United States
Phone
405-245-8340
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$44.7M
Discretionary AUM
$44.7M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $14.5M |
| High net worth individuals | 33 | $30.2M |
All web addresses on file
Official SEC filing: View on IAPD