THE AMERIFLEX GROUP

RIASEC RegisteredEst. 2019
Total AUM
$9.7B
Discretionary
$8B
83% of AUM
Avg account
$313K
Accounts
30,843
Employees
201
Advisory reps
183

Firm details

Headquarters
LAS VEGAS, Nevada
CRD number
305585
Registered since
December 13, 2019
Website
ameriflex.com
Custodians
ASSETMARK TRUST CO., NATIONAL FINANCIAL SERVICES LLC, ENVESTNET RETIREMENT SOLUTIONS, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI51.45%
  • Individuals38.06%
  • Pension & Profit Sharing Plans8.32%
  • Corporations / Businesses1.14%
  • Charitable Organizations1.03%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Ameriflex Group is a corporate-structured registered investment adviser that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Its stated advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. While the firm lists pension consulting among its services, its snapshot flags it is not designated as a pension consultant. The Ameriflex Group does not identify as an active ESG investor and operates under a broker-dealer and insurance company affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 38%, Non-Exchange Traded Equities 4%, State & Local Bonds 3%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, US Government Bonds 2%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds38%
  • Non-Exchange Traded Equities4%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds3%

Owners & executives

3 of 5

  • SCOTT CHELBERG

    President and CEOCRD 1376099

  • SHAWN MCELDERRY

    CEO & FounderCRD 4056855

  • JESSE KURRASCH

    Chief Operating OfficerCRD 6067701

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Contacts

3 of 178

  • ADAM KAZALSKI

    Registered RepresentativeCRD 3270031

  • JILL SHERMAN

    Registered RepresentativeCRD 2355295

  • KYLE SAENZ

    Wealth ManagerCRD 5550194

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 560

Active vs passive

$83.7M in ETFs

Passive

72%

$60.3M

Active

21%

$23.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$5.3M8,9456.38%
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Location

Primary office

LAS VEGAS, NV

CLARK

Location

LAS VEGAS, NV

Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
8475 W Sunset Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth