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Building 2MG&A WEALTH

Map pinPLANTATION, FL
Phone954-289-9000
NotebookSEC #801-108236
Total AUM
$1B
Employees
15
Clients
657

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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