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THE AMERIFLEX GROUP
THE AMERIFLEX GROUP, INC.
CRD 305585 · SEC 801-117784
8475 W. SUNSET ROAD, SUITE 101, LAS VEGAS, NV, 89113, United States
Phone
(702) 987-9730
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.66B
Discretionary AUM
$8.02B
Team
201 total employees; 181 advisory reps; 486 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13495 | $3.68B |
| High net worth individuals | 2229 | $4.97B |
| Pension/profit sharing plans | 357 | $803.4M |
| Charitable organizations | 41 | $99.7M |
| Corporations/business entities | 81 | $110.2M |
States served
AZ, CA, CO, DE, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD