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Reese Nee Wong

Flexpath Strategies

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About Reese Nee Wong

Reese Nee Wong is an Investment Adviser Representative at Flexpath Strategies, with a branch office in Aliso Viejo, CA. Reese has been in the industry since August 2012 and holds the Series 65 license. Reese specializes in providing investment advice to pension and profit-sharing plans and pooled investment vehicles.

Firm Information

Reese Wong 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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Reese Wong’s Registration & Firm History

CA

09/27/2024 - Present

Flexpath Strategies (ALISO VIEJO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reese Nee Wong.
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