flexPATH Strategies
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
120 Vantis Dr Ste 400, Aliso Viejo, Cali...Phone Number
(800) 974-0188Website
www.flexpathstrategies.comRevenue
$5.4 MillionIndustry
About flexPATH Strategies
flexPATH Strategies, LLC offers custom target date funds with multiple glidepaths and management styles, designed to help individuals personalize their retirement investment strategies. Their Discover Your PATH tool assesses clients' investment risk needs based on projected retirement savings, catering to various risk tolerances. The company provides professional management and diversification through its target date funds, emphasizing flexibility and low-cost management. Intended clients include individuals planning for retirement who seek tailored investment solutions based on their unique financial situations.Explore more
SIC Code 62,628NAICS Code 52,523Show moreflexPATH Strategies Org Chart
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flexPATH Strategies, LLC offers custom target date funds with multiple glidepaths and management styles, designed to help individuals personalize their retirement investment strategies. Their Discover Your PATH tool assesses clients' investment risk needs based on projected retirement savings, catering to various risk tolerances. The company provid... Read More
