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Building 2PROCYON

Map pinSHELTON, CT
Phone(475) 232-2704
NotebookSEC #801-110493
Total AUM
$9.2B
Employees
76
Clients
3,048

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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