Flexpath Strategies LLC

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CAFR Data
Flexpath Strategies LLC
CRD #174306
SEC #801-80914
CIK #
AUM $7.1 BB (100% Disc, 100% US)
Employees10 (90% Investors, 70% Brokers)
Phone949-460-9898
Address120 Vantis Suite 400
Aliso Viejo, CA 92656
Source [IAPD] [Website]
Total AUM ($BB)
10.08.06.04.02.00.02011201420172020
Related Firms State AUM ($BB)
NFP Retirement Inc
CA 56.7
Flexpath Strategies LLC
CA 7.1
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Alliant Retirement Services
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Nikko Asset Management Asia Limited
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Capra IBEX Advisors LLC
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FIL Investment Advisors
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Christian Brothers Investment Services Inc
IL 6.9
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