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Building 2INVESTOR FAN

Map pin
Phone425-372-7517
NotebookSEC #801-111660
Total AUM
$787.4M
Employees
18
Clients
887

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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