THE AMERIFLEX GROUP

8475 W. Sunset Road, Suite 101
Las Vegas, Nevada 89113
Tel: (702) 987-9730

About THE AMERIFLEX GROUP

THE AMERIFLEX GROUP, formally registered with the SEC as THE AMERIFLEX GROUP. The firm was established in 12/13/2019. They have over 82 offices throughout the country.

THE AMERIFLEX GROUP is a Las Vegas, Nevada based Financial Planning firm with nearly $6,522,387,220 assets under management, offering retirement planning & investment advisory services to 16327 clients. The firm is staffed with 149 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305585
SEC#	801-117784
Assets Managed by Firm	$6,522,387,220
No. of Clients	16327
No. of Advisors	149

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	16327	$6,522,387,220
Individuals (other than high net worth individuals)	10579	$2,832,101,173
High net worth individuals	1132	$2,580,776,433
Pension and profit sharing plans	1088	$975,022,188
Charitable organizations	43	$55,254,108
Corporations or other businesses	79	$79,233,318

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