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
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
1
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1
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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. The company provides a range of glidepaths—conservative, moderate, and aggressive—to cater to different risk tolerances and retirement goals. With a focus on professional management, diversification, and low-cost solutions, flexPATH aims to simplify the investment process for retirement planning.Explore more
flexPATH Strategies's Social MediaPopular SearchesflexPATH StrategiesFlexPATH Strategies LLCFlexpathstrategies.comSIC Code 62,628NAICS Code 52,523Show more

flexPATH Strategies Org Chart

Vincent Giovinazzo, Chief Executive Officer at flexPATH Strategies
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Chief Executive Officer

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Nicholas 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
11-50
Private
-
1999
SB
Stephen BarrettChairman, CEO
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
BM
Brenda MunozFinancial Services Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

flexPATH Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

flexPATH Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about flexPATH Strategies.

flexPATH Strategies Tech Stack

A closer look at the technologies used by flexPATH Strategies

flexPATH Strategies News & Media

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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, Sterling Range Financial Management, Journey Capital Advisers
What technology does flexPATH Strategies use?
Some of the popular technologies that flexPATH Strategies uses are: Microsoft IIS, Cloudflare Website Optimization, Highcharts, Google Universal Analytics
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. The company provides a range of glidepaths—conservative... , moderate, and aggressive—to cater to different risk tolerances and retirement goals. With a focus on professional management, diversification, and low-cost solutions, flexPATH aims to simplify the investment process for retirement planning.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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