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Financial Advisor
California
Aliso Viejo
FLEXPATH STRATEGIES

FLEXPATH STRATEGIES

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

About 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
Firm CRD#:

174306

Firm SEC#:

801-80914

Assets Under Management:

$65,973,486,697

No. of Clients:

902

Advisory Services Provided:

Portfolio management for pooled investment vehicles
Pesnsion consulting services

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