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FLIGHTPATH FINANCIAL PLANNING
FLIGHTPATH FINANCIAL PLANNING LLC
CRD 318701
445 MARINE VIEW AVENUE, SUITE 305, DEL MAR, CA, 92014, United States
Phone
(858) 386-0917
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.1M
Discretionary AUM
$11.1M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $5.9M |
| High net worth individuals | 6 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD