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

More Retirement Planning firms in Aliso Viejo, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Aliso Viejo, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.