FLEXPATH STRATEGIES LLC

FLEXPATH STRATEGIES

ALISO VIEJO, California·6 registered advisors·CRD# 174306

SEC# 801-809140949-460-9898

01

Firm Overview

AUM

$66.0B

Regulatory assets under management

Employees

25

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Pension consulting

Publication of periodicals/newsletters

Compensation

Percentage of AUM

03

Specialties

Retirement Planning Fee-Only Advisory

04

Advisors at FLEXPATH STRATEGIES LLC

6 registered advisors

Jami Ann Chapman

ALISO VIEJO, California

Jeffrey Scott Cannizzaro

ALISO VIEJO, California

Jeffrey Scott Elvander

ALISO VIEJO, California

Monique (nmn) Schulman

ALISO VIEJO, California

Nicholas Dominic Dellavedova

ALISO VIEJO, California

Vincent Joseph Giovinazzo

ALISO VIEJO, California

05

Office Locations

ALISO VIEJO, California

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Data sourced from SEC Form ADV filings. FLEXPATH STRATEGIES LLC (CRD# 174306) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.