The Ameriflex Group

Registered investment advisor · Las Vegas, Nevada · CRD #305585

Assets Under Management

$9.7B

Client Accounts

30,843

Employees

201

CRD Number

305585

Registration

SEC Registered

Custodian

Assetmark Brokerage, Llc, National Financial Services Llc, Envestnet Retirement Solutions, Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About The Ameriflex Group

The AmeriFlex Group®️ is recognized as The Home for Hybrids®️ - BD/RIA Transitional Wealth Planners™️ (financial advisors). The TAG RIA is owned-and-operated by its advisor members & partners. Important disclosures can be found here: <<https://ameriflex.com/>> Content provided via links to third-party sites should not be considered an endorsement of third-party content.

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for The Ameriflex Group

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is The Ameriflex Group's AUM?

The Ameriflex Group reports approximately $9.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is The Ameriflex Group headquartered?

The Ameriflex Group is headquartered in Las Vegas, Nevada.

What is The Ameriflex Group's CRD number?

The Ameriflex Group's CRD number is 305585. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.