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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-13-2019
- Office Locations
- 100
Office Locations
About THE Ameriflex Group
The AmeriFlex Group is a Las Vegas-based RIA providing financial and wealth planning, portfolio construction, and insurance and estate planning support for retail and institutional clients, including business owners, entrepreneurs, athletes, and accredited investors. Portfolios emphasize ETFs and mutual funds, with fixed income and alternative/real estate solutions available. Securities are offered through Cambridge Investment Research, which is a minority owner.
Team overview
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Custodian
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Owner & Executives
THOMAS J GOODSON
Chief Executive Officer, President
- CRD
- #1332233
- Ownership
- 50% but less than 75%
DIANA YOUA HEU
Chief Compliance Officer
- CRD
- #2912071
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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BRENT ROGER ANDERSON
Chief Executive Officer
- CRD
- #4823
Kelsey Faye Anderson
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- CRD
- #6658833
Showing 2 of 194 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,015,183,372 | $292,099 |
| Non-Discretionary | $1,643,119,398 | $482,844 |
| Total | $9,658,302,770 | $313,144 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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