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FLEXPATH STRATEGIES
120 Vantis Suite 480
Aliso Viejo, California 92656
Tel: 949-460-9898
About FLEXPATH STRATEGIES
FLEXPATH STRATEGIES, formally registered with the SEC as FLEXPATH STRATEGIES. The firm was established in 02/13/2015. They have over 1 offices throughout the country.
FLEXPATH STRATEGIES is a Aliso Viejo, California based Financial Planning firm with nearly $65,973,486,697 assets under management, offering retirement planning & investment advisory services to 902 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174306 |
| SEC# | 801-80914 |
| Assets Managed by Firm | $65,973,486,697 |
| No. of Clients | 902 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 902 | $65,973,486,697 |
| Pension and profit sharing plans | 901 | $1,951,345,071 |
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