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The Ameriflex Group Inc
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CRD # | 305585 |
SEC # | 801-117784 |
CIK # | |
AUM | $6.5 BB (2024-06-27) |
Employees | 149 (100% Investors, 99% Brokers) |
Phone | 702-987-9730 |
Address | 8475 W Sunset Road, Suite 101 Las Vegas, NV 89113 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10,579 | 2.8 |
(b) Individuals (high net worth individuals) | 1,132 | 2.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1,088 | 1.0 |
(h) Charitable organizations | 43 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 79 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 16,327 | 6.5 |
By Discretionary | ||
Discretionary | 9,259 | 4.2 |
Non-Discretionary | 7,068 | 2.4 |
Total | 16,327 | 6.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 6.5 | |
Total | 16,327 | 6.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Marcuard Family Office Ltd
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|
6.8 | |
US Capital Wealth Advisors LLC
✚
|
TX | 6.8 |
SVB Wealth LLC
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|
MA | 6.6 |
FNB Investment Advisors Inc
✚
|
PA | 6.3 |
Foundations Investment Advisors LLC
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|
AZ | 6.3 |
Pure Financial Advisors LLC
✚
|
CA | 6.3 |
Shuster Advisory Group LLC
✚
|
HI | 6.3 |
Centaurus Financial Inc
✚
|
CA | 6.3 |
Synovus Securities Inc
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|
GA | 6.2 |
One Capital Management LLC
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|
CA | 6.2 |