Firms overseeing $721 million join AmeriFlex
The addition of Pilkington Financial and Planning Resources in Colorado and Summit Financial in California brings AmeriFlex's total assets under administration to more than $5.6 billion.
Three wealth management practices overseeing $721 million in total client assets have joined AmeriFlex Group’s network.
Pilkington Financial of Sterling, Colorado, manages $289 million in client assets. The three-person wealth management firm includes Curt Pilkington, Derek Pilkington and Shanan Doherty.
Dustin Carr and Tad Lyle of Denver, Colorado-based Planning Resources oversee $252 million in client assets, Ameriflex said in a press release.
Gerald Kleber and Raz Bracha of Summit Financial & Insurance Services in Brea, California, have approximately $180 million in client assets.
Each of these advisers is a registered representative of SagePoint under AmeriFlex Group’s supervision and an investment advisory representative on AmeriFlex Group’s RIA. Each group will continue to operate using its previous brand and name.
The addition of these advisers and practices brings AmeriFlex’s total assets under administration to more than $5.6 billion.
[MORE: Private equity influence on wealth management is big and getting bigger]
Independence still popular as recruiting recovers
Learn more about reprints and licensing for this article.
