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Elizabeth Diana Armstrong

Flexpath Strategies

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About Elizabeth Diana Armstrong

Elizabeth Armstrong is a registered Investment Advisor Representative. Elizabeth is currently employed by Flexpath Strategies in Aliso Viejo, CA. She has been in the industry since 2021. Elizabeth has passed the Uniform Investment Adviser Law Examination. Her specializations include Pension Consulting and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Elizabeth Armstrong is currently registered with Flexpath Strategies. Flexpath Strategies is an investment advisor based in Aliso Viejo, California. The firm has approximately $1 billion to $10 billion in assets under management. It offers advisory services to pension plans and pooled investment vehicles.
Flexpath Strategies

120 VANTIS SUITE 480

ALISO VIEJO, CA 92656

$65.97B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Armstrong’s Registration & Firm History

CA

01/04/2023 - Present

Flexpath Strategies (ALISO VIEJO CA)

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Licenses & Designations

IA

Issued 12/16/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Diana Armstrong.
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