The Ameriflex Group Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
The Ameriflex Group Inc
CRD #305585
SEC #801-117784
CIK #
AUM $6.5 BB (2024-06-27)
Employees 149 (100% Investors, 99% Brokers)
Phone702-987-9730
Address8475 W Sunset Road, Suite 101
Las Vegas, NV 89113
Source [IAPD] [Website]
Total AUM ($BB)
7.56.04.53.01.50.02009201420192025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 10,579 2.8
(b) Individuals (high net worth individuals) 1,132 2.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1,088 1.0
(h) Charitable organizations 43 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 79 0.1
(n) Other 0 0.0
Total 16,327 6.5
By Discretionary
Discretionary 9,259 4.2
Non-Discretionary 7,068 2.4
Total 16,327 6.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.5
Total 16,327 6.5
Comparable Firms State AUM ($BB)
Marcuard Family Office Ltd
6.8
US Capital Wealth Advisors LLC
TX 6.8
SVB Wealth LLC
MA 6.6
FNB Investment Advisors Inc
PA 6.3
Foundations Investment Advisors LLC
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
GA 6.2
One Capital Management LLC
CA 6.2
Terms | Privacy | Guide
tony@aum13f.com