The Ameriflex Group

RIASEC Registered
Total AUM
$9.7B
Discretionary
$8B
83% of AUM
Avg account
$313K
Accounts
30,843
Employees
201
Advisory reps
212

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 an independent registered investment adviser that began SEC registration in 2019. The firm positions itself as a multi-service wealth manager and capital allocator serving both individual/family and institutional clients. Its billing models include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Advisory services listed for the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars or workshops. The firm reports industry relationships with a broker‑dealer and an insurance company. Ameriflex does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 7
  • Michael Keeler

    Michael Keeler

    Chief Executive OfficerCRD 4384579

  • Shawn Mcelderry

    Shawn Mcelderry

    CEO & FounderCRD 4056855

  • Melissa Yano

    Melissa Yano

    CEO and Senior Wealth AdvisorCRD 6297372

Unlock 4 more executives →

Contacts

3 of 205
  • Ana Diaz

    Ana Diaz

    Registered RepresentativeCRD 5671577

  • Joseph Cantore

    Joseph Cantore

    Wealth ManagerCRD 5688425

  • Adam Ciepiela

    Adam Ciepiela

    PartnerCRD 5689170

Unlock 202 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 661

Active vs passive

$112M in ETFs

Passive

73%

$82.1M

Active

18%

$30.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$6.7M9,7445.95%
Unlock additional holdings →

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

Similar firms

Simplify Asset Management Inc.

RIA

Las Vegas, NV

AUM $14.1BTEAM 45REPS 8

The Wealth Consulting Group

RIA

Las Vegas, NV

AUM $6.3BTEAM 131REPS 133

Keystate Advisory, LLC

RIA

Las Vegas, NV

AUM $16.6BTEAM 8REPS 10

The Investment Counsel Company

RIA

Las Vegas, NV

AUM $2.2BTEAM 11REPS 7

Arista Wealth Management, LLC

RIA

Las Vegas, NV

AUM $1.2BTEAM 17REPS 12

Dtcp USA LLC

RIA

Las Vegas, NV

AUM $1BTEAM 4REPS 2
More RIAs in Las Vegas →All Nevada RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth