Investment adviser · CRD 305585
THE AMERIFLEX GROUP
Investment adviser filing (IA)
THE AMERIFLEX GROUP, INC.
LAS VEGAS, NV, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $9.66B Form ADV · Item 5.F
- Client accounts
- 30,843 Accounts, not individual clients
- Employees
- 201 Reported in this filing
- Advisory professionals
- 181 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,229 | $4,969,290,989 | 51.5% |
| Individuals | 13,495 | $3,675,654,090 | 38.1% |
| Retirement plans | 357 | $803,429,097 | 8.3% |
| Corporations & businesses | 81 | $110,233,515 | 1.1% |
| Charities | 41 | $99,695,079 | 1.0% |
Filing source
Form ADV 2132267 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8475 W. SUNSET ROAD, SUITE 101LAS VEGAS, NV, 89113, United States
CRD 305585
Filing source
Form ADV 2132267 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.