Flexpath Strategies LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Flexpath Strategies LLC
CRD #174306
SEC #801-80914
CIK #
AUM $7.1 BB (100% Disc, 100% US)
Employees10 (90% Investors, 70% Brokers)
Phone949-460-9898
Address120 Vantis Suite 400
Aliso Viejo, CA 92656
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Related Firms State AUM ($BB)
NFP Retirement Inc
CA
56.7
Flexpath Strategies LLC
CA
7.1
Comparable Firms State AUM ($BB)
Pugh Capital Management Inc
WA
7.2
Pictet Asset Management Singapore PTE Ltd
7.2
BNP Paribas Asset Management Inc
NY
7.1
General Catalyst Group Management LLC
MA
7.0
Fauchier Partners LLP
7.0
Alliant Retirement Services
TX
7.0
Associated Investment Management LLC
WI
7.0
Nikko Asset Management Asia Limited
6.9
Julius BAER Investments Limited
6.9
Allamerica Financial Investment Management Services Inc
MA
6.9