Home Alts News The AmeriFlex Group Adds Three Wealth Management Practices Overseeing $721 Million

The AmeriFlex Group Adds Three Wealth Management Practices Overseeing $721 Million

The AmeriFlex Group, an advisor-owned hybrid registered investment advisor, has added three wealth management practices overseeing more than $721 million in total client assets to its network.

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The AmeriFlex Group, an advisor-owned hybrid registered investment advisor, has added three wealth management practices that oversee a combined $721 million in client assets.

Colorado-based Pilkinton Financial oversees $289 million in client assets and includes Derek Pilkington, Curt Pilkington, and Shanan Doherty. Founded and led by father and investment advisor representative Curt Pilkington, the team provides customized financial planning with an emphasis on retirement and wealth transition.

Planning Resources, located in Denver, is comprised of managing directors Dustin Carr and Tad Lyle who oversee $252 million in client assets and provide holistic financial planning and wealth management services.

Summit Financial & Insurance Services of Brea, California is comprised of Gerald Kleber and Raz Bracha who oversee $180 million in client assets and provide financial planning and insurance services.

Each advisor 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 brand and names.

AmeriFlex was founded in 2018 and has $5.6 billion in total client assets under advisement.

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