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| Happy Holidays!! thanks for using AUM13F!! |
| The Ameriflex Group Inc
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| CRD # | 305585 |
| SEC # | 801-117784 |
| CIK # | 0002057637 |
| AUM | $9.4 B (2025-06-30) |
| Employees | 166 (100% Investors, 100% Brokers) |
| Phone | 702-987-9730 |
| Address | 8475 W Sunset Road, Suite 101 Las Vegas, NV 89113 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.8 | ||
| Apple Inc | 7.9 | ||
| Microsoft Corp | 5.9 | ||
| Palantir Technologies Inc | 3.2 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
| Union Pacific Corp | 2.5 | ||
| Amazon Com Inc | 2.3 | ||
| Facebook Inc | 2.2 | ||
| Brown & Brown Inc | 1.9 | ||
| Procter & Gamble Co | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,971 | 3.7 |
| (b) Individuals (high net worth individuals) | 1,920 | 4.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 629 | 1.3 |
| (h) Charitable organizations | 81 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 87 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 34,131 | 9.4 |
| By Discretionary | ||
| Discretionary | 26,426 | 6.4 |
| Non-Discretionary | 7,705 | 3.0 |
| Total | 34,131 | 9.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.4 | |
| Total | 34,131 | 9.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002057637] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brookstone Capital Management LLC
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|
IL | 10.4 |
|
Great Valley Advisor Group LLC
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|
DE | 9.7 |
|
Fiduciary Counselling Inc
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|
MN | 9.5 |
|
Advisors Capital Management LLC
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|
NJ | 9.5 |
|
Gregory J Schwartz & Co Inc
✚
|
MI | 9.1 |
|
Planmember Securities Corporation
✚
|
CA | 9.0 |
|
Forvis Mazars Wealth Advisors LLC
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|
MO | 8.9 |
|
Choate Investment Advisors LLC
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|
MA | 8.9 |
|
Altair Advisers LLC
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|
IL | 8.7 |
|
Seven Post Investment Office LP
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|
CA | 8.4 |