Flexpath Strategies
Flexpath Strategies (CRD# 174306) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $54,248,713,949 in 955 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management54,249MILLION
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Total Number of Accounts955ACCOUNTS
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Average Account Value$56,804,936
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, TX, VA
Jonathan Coombs (CRD# 6448182) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 8 years of experience in the finance industry.
Kellen Foley (CRD# 6258754) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 10 years of experience in the finance industry.
Matthew Giovinazzo (CRD# 6240416) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 10 years of experience in the finance industry.
Alex Kahn (CRD# 6448176) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 9 years of experience in the finance industry.
Brian Roberts (CRD# 1652043) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 36 years of experience in the finance industry.
Elizabeth Armstrong (CRD# 7554088) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has 1 year of experience in the finance industry.
Knnin Chiravanich (CRD# 7271949) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 2 years of experience in the finance industry.
Lauren Neeno (CRD# 7491190) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 2 years of experience in the finance industry.