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FLEXPATH STRATEGIES

Tel: 949-460-9898
120 Vantis Suite 480
Aliso Viejo, California  92656

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FLEXPATH STRATEGIES

FLEXPATH STRATEGIES is a Aliso Viejo, California based financial advisory firm with nearly $65,973,486,697 in assets under management and provides investment advisory services for 902 clients. There are currently 25 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

174306

SEC#:

801-80914

No. of Clients:

902

Assets under Management

$65,973,486,697

No. of Advisors:

25

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