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THE AMERIFLEX GROUP

8475 W. Sunset Road, Suite 101
Las Vegas, Nevada 89113
Tel: (702) 987-9730

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About THE AMERIFLEX GROUP

THE AMERIFLEX GROUP, formally registered with the SEC as THE AMERIFLEX GROUP. The firm was established in 12/13/2019. They have over 82 offices throughout the country.

THE AMERIFLEX GROUP is a Las Vegas, Nevada based Financial Planning firm with nearly $6,522,387,220 assets under management, offering retirement planning & investment advisory services to 16327 clients. The firm is staffed with 149 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305585
SEC#801-117784
Assets Managed by Firm$6,522,387,220
No. of Clients16327
No. of Advisors149

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total16327$6,522,387,220
Individuals (other than high net worth individuals)10579$2,832,101,173
High net worth individuals1132$2,580,776,433
Pension and profit sharing plans1088$975,022,188
Charitable organizations43$55,254,108
Corporations or other businesses79$79,233,318

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