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Building 2FLEXPATH STRATEGIES

Map pinALISO VIEJO, CA
Phone949-418-6030
NotebookSEC #801-80914
Total AUM
$2.9B
Employees
5
Clients
741

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 VANTIS SUITE 480
ALISO VIEJO
CA 92656
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
949-418-6030
Other Offices
1

ReceiptFinancials

Total AUM
$2.9B
Accounts
741
Discretionary
$2.9B
Accounts
741
Non-Discretionary
$0
Accounts
0

ContactClients

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Corporation or Business Clients
741
AUM
$2.9B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPension Consulting
Other Services
3(38) ADVISOR TO RETIREMENT PLANS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADCDEFLGAIAIDILINKSKYLAMAMDMIMNMONCNENJNMNVNYOHOKORPATXUTVAWAWIWV

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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