The Ameriflex Group is an SEC registered investment adviser organized as a corporation with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 31, 2026, reports $9.7B in regulatory assets under management, 201 employees, 110 offices, and 30,843 accounts.
Assets Under Management
$9.7B
Employees
201
Offices
110 offices
Total Clients
16,203
Primary office
LAS VEGAS, NV
8475 W. SUNSET ROAD, SUITE 101, LAS VEGAS, NV, United States
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
13,495
2
HNWI
13.8%
2,229
3
Pension Plans
2.2%
357
4
Corporations
0.5%
81
5
Charitable
0.3%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.7Bas of March 31, 2026
Discretionary83.0%
$8.0B
83% of total RAUM83.0%
Non-discretionary17.0%
$1.6B
17% of total RAUM17.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.7B
Total Accounts30,843
10Y AUM Change+$9.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees201
Clients per Employee81:1
10Y Employee Change+128 (+175.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.