The THE AMERIFLEX GROUP is a privately held investment adviser that advises $9.66Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. THE AMERIFLEX GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 567.31% over the last 5-years.
The Group has been registered with the SEC for 6.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 38 office locations with their Headquarters at 8475 W. SUNSET ROAD, SUITE 101, LAS VEGAS, NEVADA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 201 employees comprised of 181 investment and 20 non-investment staff. The total number of Employees increased by 265.45% over the last 5-years.
Their $9.66Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 479 other accounts. Assets of High Net Worth Individuals clients own $4.97Bn or 51.45% of Total Assets and Individuals own $3.68Bn or 38.06% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
THE AMERIFLEX GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.