SEC Form ADV

FLEXPATH STRATEGIES

Registered Investment AdviserCA
$2.9B
Assets Under Management
741
Total Clients
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Registration Details

Accession
CRD-174306
Location
ALISO VIEJO, CA
Filing Date
February 6, 2026
AUM
$2.9B
Total Clients
741
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

FLEXPATH STRATEGIES is a registered investment adviser headquartered in ALISO VIEJO, CA, managing approximately $2.9B in assets across 741 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.