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) 974-0188

Revenue

$5.4 Million

Industry

Finance Securities Trading

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
flexPATH Strategies's Social MediaSIC Code 62,628NAICS Code 52,523Show more

flexPATH Strategies Org Chart

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Nick Della Vedova, President at flexPATH Strategies
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

flexPATH Strategies

$5.4M
11-50
Private
-
2014
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
1-10
Private
-
2020
JS
Jeffrey SmithFounder. Managing Partner. Private Wealth Advisor
<$5M
1-10
Private
-
2008
BW
Barbara WirickFinancial Industry Professional
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flexPATH Strategies Tech Stack

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Frequently Asked Questions Regarding flexPATH Strategies

What is flexPATH Strategies's official website?
flexPATH Strategies's official website is www.flexpathstrategies.com
What is flexPATH Strategies's Revenue?
flexPATH Strategies's revenue is $5.4 Million
What is flexPATH Strategies's SIC code?
flexPATH Strategies's SIC: 62,628
What is flexPATH Strategies's NAICS code?
flexPATH Strategies's NAICS: 52,523
How many employees does flexPATH Strategies have?
flexPATH Strategies has 11-50 employees
What industry does flexPATH Strategies belong to?
flexPATH Strategies is in the industry of: Finance, Securities Trading
What is flexPATH Strategies competition?
flexPATH Strategies top competitors include: Wainwright Investment Counsel, Wirick Asset Management, OWL Private Wealth Advisors, Lynx Investment Advisory
What technology does flexPATH Strategies use?
Some of the popular technologies that flexPATH Strategies uses are: Highcharts, Proofpoint, HubSpot, Microsoft 365
How do I contact flexPATH Strategies?
flexPATH Strategies contact info: Phone number: (800) 974-0188 Website: www.flexpathstrategies.com
What does flexPATH Strategies do?

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... es 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.Read More

What are flexPATH Strategies social media links?
flexPATH Strategies Linkedin page
Is flexPATH Strategies a public company?
flexPATH Strategies is private company therefore does not currently have an official ticker symbol
See more information about flexPATH Strategies

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