The AmeriFlex Group, an advisor-owned hybrid RIA based in Las Vegas, has added three firms to its network, expanding its presence in California and the Mountain West, the firm announced Tuesday.
The addition of $721 million in client assets brings AmeriFlex Group’s assets under administration to $5.6 billion.
The acquisitions are:
• Pilkington Financial Services in Denver and Sterling, Colo., with $289 million in client assets. The advisors are Derek Pilkington, Curt Pilkington and Shanan Doherty.
• Planning Resources, a firm based in Denver with $252 million in client assets. The advisors are Dustin Carr and Tad Lyle.
• Summit Financial & Insurance Services in Brea, Calif., with $180 million in client assets. The advisors are Gerald Kleber and Raz Bracha.
Each of the advisors is a registered representative of SagePoint under the AmeriFlex Group’s supervision and an investment advisory representative on the AmeriFlex Group’s RIA. Each group will continue to operate using their previous brands and names.