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).

Current Firm Details
120 Vantis Suite 480, Aliso Viejo, CA 92656
https://www.flexpathstrategies.com
By the Numbers
  • Total Assets Under Management
    54,249
    MILLION
  • Total Number of Accounts
    955
    ACCOUNTS
  • Average Account Value
    $56,804,936
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, VA

Financial Advisors at Flexpath Strategies
Showing 1 - 8 of 8 top financial advisors.
1
Jonathan Coombs, financial advisor Aliso Viejo CA
Jonathan M. Coombs
CRD#: 6448182
120 Vantis Suite 480, Aliso Viejo, CA 92656

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.

2
Kellen Foley, financial advisor Aliso Viejo CA
Kellen M. Foley
CRD#: 6258754
120 Vantis Suite 480, Aliso Viejo, CA 92656

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.

3
Matthew Giovinazzo, financial advisor Aliso Viejo CA
Matthew S. Giovinazzo
CRD#: 6240416
120 Vantis Suite 480, Aliso Viejo, CA 92656

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.

4
Alex Kahn, financial advisor Aliso Viejo CA
Alex B. Kahn
CRD#: 6448176
120 Vantis Suite 480, Aliso Viejo, CA 92656

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.

5
Brian Roberts, financial advisor Aliso Viejo CA
Brian A. Roberts
CRD#: 1652043
120 Vantis Suite 480, Aliso Viejo, CA 92656

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.

6
Elizabeth Armstrong, financial advisor Aliso Viejo CA
Elizabeth D. Armstrong
CRD#: 7554088
120 Vantis Suite 480, Aliso Viejo, CA 92656

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.

7
Knnin Chiravanich, financial advisor Aliso Viejo CA
Knnin K. Chiravanich
CRD#: 7271949
120 Vantis Suite 480, Aliso Viejo, CA 92656

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.

8
Lauren Neeno, financial advisor Aliso Viejo CA
Lauren M. Neeno
CRD#: 7491190
120 Vantis Suite 480, Aliso Viejo, CA 92656

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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