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THE AMERIFLEX GROUP
LAS VEGAS, NV
(702) 987-9730
SEC #801-117784Total AUM
$9.7B
Employees
201Clients
16,203Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8475 W. SUNSET ROAD, SUITE 101
LAS VEGAS
NV 89113
United States
LAS VEGAS
NV 89113
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
(702) 987-9730
Other Offices
110
Financials
Total AUM
$9.7B
Accounts
30,843Discretionary
$8B
Accounts
27,440Non-Discretionary
$1.6B
Accounts
3,403
Clients
Individual Clients
13,495AUM
$3.7B
HNW Individual Clients
2,229AUM
$5B
Pension/Profit Sharing Plan Clients
357AUM
$803.4M
Charitable Organization Clients
41AUM
$99.7M
Corporation or Business Clients
81AUM
$110.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDEFLGAHIIAIDILINKSLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.