The Ameriflex Group

RIASEC RegisteredEst. 2019

Total AUM

$9.7B

Discretionary

$8B

83% of AUM

Avg account

$313K

Accounts

30,843

Employees

201

Advisory reps

209

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 305585
Registered since: December 13, 2019
Website: ameriflex.com
Custodians: ASSETMARK TRUST CO., NATIONAL FINANCIAL SERVICES LLC, ENVESTNET RETIREMENT SOLUTIONS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.45%
Individuals38.06%
Pension & Profit Sharing Plans8.32%
Corporations / Businesses1.14%
Charitable Organizations1.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Ameriflex Group is a corporation registered as an SEC adviser since 2019 that serves both individual and family clients as well as institutional investors. Its advisory capabilities emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and investor education through seminars and workshops. The firm charges a mix of fee arrangements — percentage of AUM, hourly fees, and fixed fees — and acts as a capital allocator, placing client capital with third-party managers where appropriate. The firm maintains industry relationships with a broker-dealer and an insurance company. It does not identify as an active ESG investor. The organizational ownership is recorded as a combination of a domestic entity and individual ownership.