|
⚲
|
| Keyboard |
| The Ameriflex Group Inc
✚
|
|
|---|---|
| CRD # | 305585 |
| SEC # | 801-117784 |
| CIK # | 0002057637 |
| AUM | 9,658.3 M (2026-03-31) |
| Employees | 201 (90% Investors, 90% Brokers) |
| Fees | |
| Minimum | |
| Phone | 702-987-9730 |
| Address | 8475 W Sunset Road, Suite 101 Las Vegas, NV 89113 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002057637 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.4 | ||
| Nvidia Corp | 10.6 | ||
| Alphabet Inc | 3.9 | ||
| Amazon Com Inc | 3.8 | ||
| Microsoft Corp | 3.5 | ||
| Costco Wholesale Corp /NEW | 3.3 | ||
| Chevron Corp | 3.0 | ||
| Procter & Gamble Co | 2.8 | ||
| Union Pacific Corp | 2.7 | ||
| Broadcom Inc | 2.6 | ||
| Alphabet Inc | 2.6 | ||
| Amgen Inc | 2.6 | ||
| Facebook Inc | 2.1 | ||
| Coca Cola Co | 2.0 | ||
| Tesla Motors Inc | 1.6 | ||
| Advanced Micro Devices Inc | 1.5 | ||
| Netflix Inc | 1.3 | ||
| Caterpillar Inc | 1.3 | ||
| Fidelity National Financial Inc | 1.3 | ||
| Albemarle Corp | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,495 | 3.7 |
| (b) Individuals (high net worth individuals) | 2,229 | 5.0 |
| (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 | 357 | 0.8 |
| (h) Charitable organizations | 41 | 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 | 81 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 30,843 | 9.7 |
| By Discretionary | ||
| Discretionary | 27,440 | 8.0 |
| Non-Discretionary | 3,403 | 1.6 |
| Total | 30,843 | 9.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.7 | |
| Total | 30,843 | 9.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057637] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 486 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shuster Advisory Group LLC
✚
|
CA | 10.32 B |
|
Planmember Securities Corporation
✚
|
CA | 10.12 B |
|
Foundations Investment Advisors LLC
✚
|
AZ | 10.10 B |
|
Fiduciary Counselling Inc
✚
|
MN | 10.06 B |
|
Choate Investment Advisors LLC
✚
|
MA | 10.05 B |
|
Intellicents Investment Solutions Inc
✚
|
MN | 9,916.7 M |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 9,752.0 M |
|
Seven Post Investment Office LP
✚
|
CA | 9,605.7 M |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 9,384.1 M |
|
Geneos Wealth Management Inc
✚
|
CO | 9,217.2 M |