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
208

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 corporation that registered with the SEC in 2019 and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers, and client education through seminars and workshops. The firm operates as a capital allocator and charges clients through a mix of AUM fees, hourly billing, and fixed-fee arrangements. It maintains industry ties to a broker‑dealer and to insurance carriers. The firm is not positioned as an ESG-focused investor.

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
  • Michael Keeler

    Michael Keeler

    Chief Executive OfficerCRD 4384579

  • Shawn Mcelderry

    Shawn Mcelderry

    CEO & FounderCRD 4056855

  • Jesse Kurrasch

    Jesse Kurrasch

    Chief Operating OfficerCRD 6067701

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Contacts

3 of 203
  • Ana Diaz

    Ana Diaz

    Registered RepresentativeCRD 5671577

  • Joseph Cantore

    Joseph Cantore

    Wealth ManagerCRD 5688425

  • Adam Ciepiela

    Adam Ciepiela

    PartnerCRD 5689170

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,269

Active vs passive

$215M in ETFs

Passive

75%

$162M

Active

18%

$53.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$6.7M9,7443.11%
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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