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THE AMERIFLEX GROUP

LAS VEGAS, NV · CRD 305585 · IAPD ↗ · ameriflex.com · (702) 987-9730

$9.66BRegulatory AUM
181Advisory reps
201Employees
486Clients
251-500Planning clients
0Private funds
41States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — THE AMERIFLEX GROUP notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — THE AMERIFLEX GROUP grew from 166 to 181 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — THE AMERIFLEX GROUP added office(s): 81 -> 110 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — THE AMERIFLEX GROUP reported RAUM up 43% ($6.52B -> $9.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — THE AMERIFLEX GROUP grew from 149 to 166 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — THE AMERIFLEX GROUP added office(s): 53 -> 81 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — THE AMERIFLEX GROUP reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — THE AMERIFLEX GROUP reported RAUM up 91% ($3.42B -> $6.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — THE AMERIFLEX GROUP grew from 85 to 149 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.